Eric is a financial advisor with Rehmann Financial and he is located in the Traverse City office.
Eric is a Certified Financial Planner™ professional and Chartered Retirement Planning Counselor℠ with over 20 years of experience helping high net-worth individuals and families.
Eric is committed to superb client communication and honest, independent advice. He is focused on your wealth management concerns with a thorough and “common sense” approach. He collaborates with you, your attorney and your accountant to provide answers. Eric’s goal is to enrich client lives by helping them work toward financial well-being.
Eric graduated from Hillsdale College with a Bachelor of Science in finance. He attended the College for Financial Planning and received his CFP® certification from the Certified Financial Planner™ Board of Standards. In addition, Eric is a Chartered Retirement Planning Counselor℠ designee and holds numerous securities registrations and insurance licenses.To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates. Fixed insurance services offered through Rehmann Insurance Group LLC not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or an investment advisor. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning. 107 S. Cass St., Ste. A, Traverse City, MI 49684 | 231.946.3230