CFP®, CFS, AIF, PhD
A former college economics professor, Eric began his investment career in 1981. Eric is a co-founder of the firm. After getting an undergraduate degree in business, he got two masters - one in finance and the other in personal financial planning. He holds a doctorate from the University of Missouri - Columbia.
Publications such as Fortune Magazine and the St. Louis Post-Dispatch have quoted Eric on financial and investment matters. Eric is a 2005 Registered Rep’s “Outstanding Broker of the Year”1 and admitted to Research magazine’s prestigious “Advisor Hall of Fame” 2 in 2007. Eric was selectedto Reuters’ ”Top Advisers”3 in 2008 and annually named a “Five Star Wealth Manager” in St. Louis Magazine4 since 2008.
For over 20 years, Eric has volunteered on the endowment committee for East Central College. He also served as president of the Franklin County Humane Society and on the Missouri State Commission charged with regulatory oversight of credit unions. Eric is a past president of the Washington Rotary Club and past district governor of Rotary International and helps with international poverty relief efforts in Third World countries.