As a financial advisor with Preferred Wealth Advisors, Eric enjoys nothing more than finding proper, comprehensive solutions for his clients. Along with discussing investment options, Eric also looks at one's entire situation, including debt, mortgage, insurance, Power of Attorneys and much more. Additionally, Eric runs the day to day operations of the office. Always a smile on his face and outgoing personality, Eric helps people to feel immediately welcome and comfortable when they walk in the door. Prior to joining Preferred Wealth Advisors, Eric was in the banking business for thirteen years.
Eric is a registered representative with SII Investments Inc., and holds his Series 7 and 66 registrations, along with his Life, Accident and Health Insurance license.
Eric holds a degree in Business Administration from UW-Stout. He lives in Sun Prairie and has two children, Samuel and Ruby.
“Effectively listening first to discover what clients truly want is what Preferred Wealth Advisors is all about and that is why I joined this team.”