“THRYVE Wealth Management to me is about building trusted relationships where clients feel understood, supported, and confident in the decisions they're making. To me, it means delivering thoughtful, high-impact planning that blends technical expertise with genuine relationships to guide clients through complex financial decisions.”
Eric is the Director of Financial Planning at THRYVE Wealth Management, where he oversees the firm’s comprehensive planning platform across retirement income, estate and legacy strategies, and tax optimization. With more than 15 years of experience in financial services, Eric brings deep expertise in guiding individuals and families through complex financial decisions with discipline, clarity, and long-term perspective. Prior to joining THRYVE, Eric served as Director of Financial Planning at Strive Wealth Management. Earlier in his career, he held advisory roles at Fidelity and JP Morgan and served in regional leadership positions at Hilltop Securities as both a Planning Consultant and Growth Consultant. Known for his analytical rigor and client-centered approach, Eric is dedicated to delivering high impact, customized financial strategies that help clients build, preserve, and transition wealth across generations.