Personal

Eric grew up on a dairy farm in Southwest Virginia. It was there that he learned the value of hard work and service. He married his wife, Whitney, in 2011. They reside in Midlothian, Virginia, with their two children, George and Lola, and their yellow lab, Izzy. He is a member of St. Stephen's Episcopal Church where he and his wife worship and attend regularly. Eric enjoys serving the Richmond community as a member of the Rotary Club of West Richmond where he serves on the Board of Directors and as president-elect. He provides ongoing support for the Richmond-based nonprofit organizations Noah's Children, World Pediatric Project and Connor's Heroes.

Q&A

Why choose a career in financial planning? 

I believe every person has a dream of some sort. As a financial professional, I get to spend time learning about others’ dreams and helping them navigate the route to making them a reality. Along the way, I get to develop a personal relationship with my clients that allows me to empower them to act on these intentions. There is nothing better than seeing my clients’ dreams become reality through our work together. 

Why settle in Richmond?

I love Richmond! I grew up in a very rural Virginia town and Richmond offered me all of the things I was looking for in a city. Richmond has such easy access to the mountains, the beach, and D.C. It's a great town with access to lots of hiking, parks and good schools.

Favorite things to do in RVA?

I love taking my children on a hike along the James River or visit one of Richmond’s many parks. I also enjoy the occasional stop with my wife at one of Richmond’s many great restaurants and breweries.

What are you passionate about in the community?

Giving back. As a Rotarian, I love the opportunity to give back to my community on a regular basis.  My wife and I have loved supporting a local nonprofit, World Pediatric Project, for many years, helping them further their mission of healing critically ill children and building healthcare capacity in the world.

What are you passionate about professionally?

I'm passionate about planning the right way for clients. What I mean by that is treating every client as if I were in their shoes and giving the advice that I would want given to me, knowing what I know. My work is only halfway done when I deliver a financial plan. If I haven’t made a meaningful enough connection with my client to have the ability to empower them to move on the recommendations in their plan, then I don’t feel like I've done them a service. I'm also passionate about helping medical and dental professionals understand and have a plan for their financial situations in the transition from medical school to residency to an attending role or private practice. 

 

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