Managing Director, Partner
Eric is a Managing Director at Beacon Pointe Wealth Advisors and is responsible for client service and new client development. With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Eric co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Eric worked for American Express, enjoying an accomplished career as a Senior Financial Advisor. Eric holds the Certified Financial Planner™ (CFP®) certification and graduated from Oklahoma State University with a BS in Business Administration, majoring in Finance and minoring in Accounting. He and his wife have three children and Eric enjoys spending time on the soccer, baseball, and football fields, reading a good book, hunting and fishing and traveling with his wife.