Having joined the firm in 1986, Eric has over 35 years of valued experience in the Employee Benefits industry. As a Vice President at Alera Group, his specialty is working with medium to large businesses (10-2,500 employees) in the development and review of their employee benefit programs, including group insurance plans, qualified and non-qualified retirement plans, executive benefit programs, business succession strategies, and the personal insurance and wealth accumulation needs of the executive team. Eric maintains a client base that includes more than 250 physicians and medical practices.

He has served for seven years on the Board of Directors of Premier Resource Group (PRG), a marketing organization of accomplished advisors located throughout the United States. Eric was also a member of the firm’s former Black-Tie Club, reserved for high producing Advisors. Additionally, Eric is active in many charitable and civic organizations. He is a second-generation speaker for The Illinois Holocaust Museum, as well as a previous President of his Homeowners Association.

Eric is married with one child and two grandchildren. He enjoys spending quality time with his family, especially traveling.

Education: B.S., Education, Indiana State University

Credentials: CLU®, ChFC®

Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Registered Representative with Triad Advisors, LLC.

CA license # 0F05221