Role and Expertise:
Bringing a focused expertise to Vesta, Eric seamlessly integrates tax strategies into financial planning for business owners, executives, and their families. His proficiency in tax, financial planning, and risk management empowers clients to pursue their personal goals and objectives with confidence. Eric’s extensive experience extends to various areas, including estate planning, asset spend-down analysis, tax bracket management, social security, and Medicare planning. Furthermore, he excels in business ownership succession planning, enabling clients to transition from their businesses with assurance. Eric’s unique background in tax strategies, investment management, and financial planning positions him as a valuable asset to Vesta.
Client Relationships:
Eric cultivates strong and trusting relationships with his clients, built on a foundation of expertise, integrity, and personalized attention. By understanding their individual needs and aspirations, he tailors his approach to ensure that clients feel supported and empowered throughout their financial journey.
Community Affiliations:
Eric is a dedicated supporter of Fond du Lac’s Charity Club, aimed at assisting local children. Proceeds from events go towards vital initiatives such as the milk fund, ensuring children’s access to essential nutrients. Additionally, funds are allocated to support various local charitable organizations and families in need, furthering the club’s mission to improve the lives of children in the community.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
