Bachelor of Science in Finance 1998
Master of Business Administration 2000
Eric received his Bachelor of Science in Finance from ASU in 1998. After receiving his MBA in 2000, Eric entered the financial industry as a financial planner. He is now with Cambridge Financial Services, where he is a partner. He loves educating the community on financial matters. He has taught finance courses at the University of Phoenix, Western International University, and at Maricopa Community Colleges.
Eric specializes in working with small businesses and helping them with their financial planning needs. He also specializes in business succession strategies and helps owners find the most affordable employee benefits package which may include retirement plans, group health benefits, group disability and life plans, etc.
Eric is a member of and on the board of the Society of Financial Professionals. He is also a member of the Financial Planning Association, National Association of Insurance and Financial Advisors, and Association of Health Insurance Advisors and the Arizona Management Society.
Eric is one of only 52 (as of 2008) practicing Certified Financial Planners in the city of Mesa. He is also the only advisor in Arizona to also have his CASL (Chartered Advisor for Senior Living), ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), LUTCF (Life Underwriter Training Council Fellow), REBC (Registered Employer Benefit Counselor) and RHU (Registered Health Underwriter) designations.
Eric is married to Kimberly and lives in Mesa with their five children. With his free time, he loves to play football and racquetball. He loves serving in his church, especially with the youth in the scouting program. He also has enjoyed serving as the treasurer at his children's school's PTA for the last 8 years.