Eric brings a focused expertise to Vesta, by incorporating tax strategies into financial planning for business owners, executives, and their families. With his expertise in tax, financial planning, and risk management, he guides clients towards achieving their personal goals and objectives. Eric has assisted clients in various areas, including estate planning, asset spend down analysis, tax bracket management, social security, and Medicare planning. Additionally, he is proficient in business ownership succession planning, helping clients exit their businesses confidently. Eric’s unique background in tax strategies, investment management, and financial planning makes him a valuable asset to Vesta.