Meet Eric

Eric brings over a decade of financial industry experience and a particular talent for the detail work that makes sophisticated planning actually work. After five years at Stifel honing his analytical skills, he joined AFS to focus on what he does best: turning complex tax strategies and retirement planning into clear, actionable solutions for clients. 

With a CFP, MBA, and sharp analytical mind, Eric finds opportunities others miss—whether optimizing tax efficiency or stress-testing retirement scenarios. He genuinely enjoys the number crunching (yes, some people actually do), ensuring every detail is accounted for before strategies move forward. 

Outside the office, Eric follows sports (Go Red Sox, despite his South Dakota roots), hits the gym, and plays sand volleyball. He also serves as commissioner of the decidedly un-creatively named AFS Fantasy Football League, where his attention to detail translates into ruthlessly accurate power rankings. 

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial. InTouch Innovations and LPL Financial are separate entities. CRPC conferred by College for Financial Planning.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.