Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Before joining The Briggs Wealth Management Group, Eric spent over 12 years in finance, managing risk in large fixed-income and equity options portfolios. He also founded a marketing company that helps promote local businesses in Chicago. Today, Eric brings that wealth of knowledge and perspective to clients for whom he aims to deliver real-world benefits via risk-managed, goals-based financial strategies.
Cultivating an open and honest relationship with each client is a primary focus for Eric. By listening, he learns. And by learning, he can build customized retirement strategies for families that provide well-deserved lifestyles and legacies – accounting for their risk tolerance, investment timeline and liquidity requirements.
“Many clients come to us with investments spread across several asset classes, but they often lack a planning-based approach for accumulation. I enjoy helping people define both where they stand and what obstacles they believe may lie in their way. I make no assumptions,” Eric explains. “Once I fully appreciate a client’s concerns and aspirations, I can devise a strategy that is specifically designed for his or her needs.”
Eric grew up in New York and graduated from the University of Michigan in Ann Arbor with a Bachelor of Science in Mathematics of Finance and Risk Management. Inside and outside the office, he shows his devotion to serving others. Each fall, Eric tutors 8th grade students for their high school entrance exams. And each spring, he makes others feel good about their golf game, by struggling with his. Eric volunteers at his daughter’s school, is an active member of the West DePaul Neighbors Association and is on the board of Street Samaritans – a non-profit organization that benefits the homeless. When time allows, he plays backgammon and writes stats-based sports articles for his website, Numeric Sports; some of his pieces have appeared in The Wall Street Journal, Deadspin, The Cauldron | Sports Illustrated and elsewhere. Eric resides in Lincoln Park with his daughter, Ava.
University of Michigan
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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