11 months ago
Matching Your Investments With Your Financial Plan
What is your big, bold goal for retirement? And what...
Principal,
Financial Advisor
Eric joined our team in 2020 from MRA Associates. He provides investment advisory, tax planning, and wealth management services to high-net-worth families and their businesses. He has valuable tax planning experience in an assortment of industries, including real estate, private equity, and professional athletics. In addition to his focus on individual taxation, he specializes in trust and partnership taxation for family investment vehicles and operating companies. Eric served as a member of the MRA Associates Management Committee.
Eric earned a Master of Taxation degree from the W.P. Carey School of Business at Arizona State University. Prior to graduate school, he earned Bachelor of Science degrees in both finance and accountancy, also from Arizona State University. He is a Certified Public Accountant in Arizona and a member of the Arizona Society of CPAs.
Eric is an Arizona native and enjoys sports, golf, hiking, history, and spending time with his wife, daughters, and extended family.
11 months ago
What is your big, bold goal for retirement? And what...
1 year ago
The National Association of Plan Advisors (NAPA) recently named 27...
3 years ago
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
3 years ago
When Chris Martin IV watches a musician playing the guitar...