Our Team

Eric has been a financial advisor his entire career. What started out as a job opportunity 32 years ago has become a true vocation Eric enjoys his work because he enjoys helping his clients. They come from all walks of life, and some...

As Eric’s Personal Marketing Assistant, and with over 28 years in the financial services business herself, Lucia utilizes her years of experience to provide a positive customer service experience. As a licensed Life & Health...

Mary Anne has over 30 years' experience in the customer service industry. Her expertise in marketing and event planning serves as a great asset in helping Eric cultivate and continously share his knowledge and experience. She...

Angel has over 15 years of experience in the financial industry, joining the team in 2013.  His strong communication skills and attention to detail are a great asset as he assists in preparing financial documents and performing...

For over 30 years, Peggy has been helping clients prepare for financial security. She not only works with her clients to design financial strategies that help them achieve their financial goals, but she also works to make sure they...