Eric is the most recent addition to the Associated Pension Services, Inc. team. 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 and Accredited Pension Representative designations. He holds a Series 66, 7 and 24 from FINRA. Eric has spent the last 5 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 and his wife recently moved back into the area and enjoy working on home improvement projects as well as spending time with their new daughter.
“I feel like I grew up in the retirement business and I have taken every opportunity to learn more about it from many perspectives.
What I learned was that nobody does it better than Associated Pension Services, Inc. and I am excited about being part of this team.”