Born and raised in Orange, California, Eric’s journey to Oklahoma began at Oklahoma State University, where he earned a degree in Finance with a minor in Energy Finance. His love for Oklahoma led him to settle in Tulsa, initially expecting to build a career in the energy sector. However, after connecting with several respected financial advisors, Eric discovered his true passion — helping individuals and families achieve their financial goals.

Eric believes that financial success begins with a clear, personalized strategy. He partners closely with individuals, families, and business owners to design comprehensive financial plans tailored to their goals, values, and lifestyles. By combining deep financial expertise with a client-focused approach, Eric helps his clients navigate investments, retirement planning, risk management, and wealth preservation with confidence.

Outside of work, Eric remains an enthusiastic supporter of his OSU Cowboys and enjoys spending his free time on the golf course. He is also an active parishioner at the Parish of Christ the King in Tulsa.