Eric officially joined the Associated Pension Services, Inc. team in 2016. He graduated from the University of Illinois in 2012 with a B.S. in both Finance and Accountancy. Eric has also earned his Accredited Investment Fiduciary, Certified Plan Fiduciary Adviser, Retirement Income Certified Professional, and Accredited Pension Representative designations. He holds a Series 7, 66, and 24 from FINRA, in addition to life and health insurance licenses. Eric has spent almost 10 years working in Fiduciary Services at the Broker/Dealer level and is a member of the National Institute of Pension Administrators (NIPA). He brings extensive knowledge and expertise in an era of ever-changing regulation.
Eric enjoys spending his free time at home with his wife and their three daughters.
“I feel like I grew up in the Financial Industry. The 'family’ business allows me to help young professionals who face the inimitable financial challenges of our generation. I understand their unique perspective while benefiting from the advice of my coworkers who have years of experience. I am excited about being a part of this team.” Eric