Eric has worked in financial services for over thirty years, with a vast array of experience. He began his career in audit and compliance of consumer loans, mortgages, and retail banking functions in the Savings and Loan industry in the early 1980s. He then worked for the Resolution Trust, a bureau of the FDIC, resolving several Savings and Loan companies. He then managed several various branch offices in the commercial loan industry and eventually became a region manager with over 1,000 employees. Since 2003, he has specialized in Wealth Management and has worked with clients focused on growth, management, protection and transition of their wealth. This entails planning and consideration for clients and their families in four areas: investments, banking, risk management, and trust and fiduciary matters.
Eric also has a small farm on the island of Kauai. He enjoys running, biking, and swimming.
- BA in Government from Humboldt state University
- Advanced graduation level degree in Banking Finance from Pacific Coast Banking School
- Certified Trust and Financial Advisory designation
- Wealth Management
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