Eric takes pride in being a next-generation financial professional. He utilizes cutting-edge technology and innovative investment techniques to help ensure his clients have the most up-to-date- and efficient financial strategy available. By thinking outside the box, Eric has helped dozens of young professionals and next-generation business owners navigate a complex financial world.
Eric completed his undergraduate work at the University of Toledo before pursuing his MBA with a focus in Finance from the College of Charleston, South Carolina. He has since completed his Series 7 and 66 certifications, and, in 2018, completed his Certified Financial Planner certification. Eric provides financial planning and investment advisory services through Croak Asset Management, a registered investment advisor.
Lifestyle planning is a major focus of Eric's practice as he recognizes the desire of his clients to enjoy life as much now as they will in the future. He helps to create customized financial strategies intended to maximize income while saving for rainy days and future needs.