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Wealth Planning Consultant
Eric provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined BMO Private Bank in 2021 and has over 13 years of experience in the financial services industry.
Eric earned a Bachelor of Arts in Business Administration with a Concentration in Finance from Illinois Wesleyan University. He earned an MBA with a concentration in Finance from DePaul University’s Kellstadt Graduate School of Business in Chicago and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Eric makes his home in Libertyville with his wife and their two children. In his free time he enjoys spending time with family and friends, reading and going for walks with their dog Sadie