Originally from Northern Kentucky, I relocated to Arizona in 1997 and began my career in the financial industry. I started with Edward Jones in 2001 and have not regretted one moment of my career choice and the firm I proudly represent.

I share my office with a wonderful branch office administrator, Anne, who joined our firm in 2012. Both Anne and I feel that the most rewarding part of our job is seeing the goals of clients come to life. It's not an overnight process and requires dedication and frequent communication, but with discipline and a foundation of doing what's right, all things are possible.

We are conveniently located in the Silverleaf/DC Ranch area of North Scottsdale and we invite you to give our office a visit to see how different and personal our approach is... We'd love to visit with you!

Eric and Anne

At Your Service!

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Sports Enthusiast
  • Health & Nutrition
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More