Eric is an Operations Manager and Financial Stewardship Lead. He collaborates with the firm's advisors to create financial plans for current and prospective clients. Along with leading the firm's client reporting processes, system integrations, and driving operational efficiency through the use of technology. With the goal to provide an award-winning client experience to the firm's clients.

Before joining Abundant Life Planning, Eric worked in various Client Services, Trading, and Operations roles for a Jacksonville-based wealth management firm. He also spent four years working at SS&C Advent as a Senior Client Advocate, consulting and training clients on the Black Diamond Wealth Platform. A portfolio management and trading software for financial advisors. His background also includes Analyst positions with Bank of America Merrill Lynch.

He earned his Bachelor of Arts in Political Science from the University of North Florida and is also a Chartered Retirement Planning Counselor.

Eric and his family reside in St. Augustine, Florida. He is an active member of Christ Church East (PCA). In his spare time, he enjoys golf, cooking, and spending time with family.