Eric leverages his analytical background to offer a comprehensive view of his clients' financial pictures. Most recently with JPMorgan Chase and Thrivent Financial in the Appleton area, Eric will be based in Nicolet's downtown Green Bay headquarters until the new Appleton office opens in June 2007.
Eric has earned the Chartered Financial Analyst (CFA) designation, and specializes in the development of long-term strategies to fit his clients' individual needs. A De Pere native, Eric completed his undergraduate work in math and economics at the University of Wisconsin-Eau Claire, and earned a Master of Science degree in applied economics from Marquette University in Milwaukee.
Eric is on the board of directors for Junior Achievement of the Fox Cities, and a finance committee member for St. Paul's Catholic Church in Wrightstown. He and his wife Lisa have twin daughters and a son, and live in the Appleton area. |