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
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.