Our branch team, composed of myself and my senior branch office administrator, Janet Siebeneicher, want to understand what's important to you. I do this through our approach of investment consulting and continuous management. Through each of these pillars, I am able to construct a comprehensive strategy to help ensure that you reach your financial goals. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them.
With our combined over 30 years of experience, Janet and I provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique needs.
I graduated from the University of Texas at Austin with a degree in economics. In addition, I earned the Chartered Retirement Planning Counselor, or CRPC®, professional designation from the Denver-based College for Financial Planning. Prior to moving back to the Houston area, I worked in the offices in transition department at the Edward Jones home office, managing different branches across the country.
Office Address1225 North Loop West Suite 110
Houston, TX 77008
Phone NumberEric C Simon at (713) 956-9419
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