For more than two decades, Eric has successfully guided clients through a variety of markets and economic environments. He works closely with clients to uncover goals and develop an approach to help them meet their financial, philanthropic and wealth transfer objectives. He simplifies complex matters in a way that is understandable and actionable by his clients who include executives, business owners, retirees and multigenerational family members.

Eric’s seeks to provide a high level of responsiveness and personal service to his clients, informed by a deep understanding of their needs and preferences. When requested, he works closely with his clients’ other professional advisors, such as tax and legal counselors, integrating their advice, as appropriate, into the strategies and recommendations he provides. Clients are drawn to his family office environment, which emphasizes attentive service, rigorous attention to detail and privacy.

Mission Statement
To provide each client with an unsurpassed level of service, rigorous attention to detail and complete confidentiality and trust within a family office environment.

Client Experience
Eric’s clients have an experienced and responsive team working with them to ensure that they meet their financial goals and can quickly solve problems that may arise. With significant wealth comes a wide variety of needs and matters. Eric’s clients rely on his team to provide the intimate advice, guidance and execution that they desire to help them secure their future.

Family
Eric and his wife Bethany live in Spartanburg with their three daughters, Maggie (12), Bella (7) and Bentley (7).