Eric joined Waypoint Financial Solutions, Inc. on May 1, 2011. He brings to Waypoint a genuine concern for people and their lives. Eric has a passion for helping people organize their finances to follow their dreams. Eric is registered with Series 7 and Series 66. He works alongside Suzanne with financial planning for both the accumulation and the distribution phase of life. Eric is responsible for client service support and will assist in trading responsibilities.
Eric comes to the financial services industry after spending the past 25 years in the Retail Automotive business. Eric knew that he wanted to continue to provide a high level of customer service and do something very meaningful to help others manage their financial matters. "I know that customer service is the only foundation on which to build a business."
Eric has a strong business background, specializing in financing. He is not a stranger to putting a customer first even if it cost him a sale. "By taking good care of people, you will never run out of good people to care for." This philosophy works well here at Waypoint Financial Solutions, where our mission begins with helping to "un-complicate" the complicated.
Eric earned his bachelor's degree from UW-Oshkosh with a major in Business Administration. Eric lives in Waupaca with his wife Jacky and has two adult children and a daughter in law. Eric enjoys golf, bike riding, walking, as well as great food.