For more than 30 years, Eric has helped individuals and families meet their retirement and other financial goals. He specializes in estate, insurance, and retirement analysis and planning.
Eric is a Registered Principal, Registered Representative, and an Investment Advisor Representative with United Planners. He completed his undergraduate work at Ferris State University obtaining an Associate of Science in Real Estate and a Bachelor of Science in Finance. He also received his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr. Eric received the Member of the Million Dollar Round Table award in 1996.
Eric is an Accredited Investment Fiduciary (AIF®) demonstrating that he always acts in the best interest of his clients. To learn more about the fiduciary standard please watch the “Fiduciary Difference” video found in our Video Library page.
Eric is involved in the Milford community and serves on the Milford Downtown Development Authority (DDA). He has taught personal finance courses to all ages from elementary students to senior citizens.
Eric is an avid reader and enjoys traveling and golf. He resides with his wife Lanette in historic Northville, Michigan.