With Eric’s decades of experience and knowledge, he delivers professional advice and service, helping clients navigate to financial wellness. Prior to founding Cascadia Wealth Advisors with Mark, Eric worked in Seattle at KMS Financial Services, Inc. for almost three and a half decades. After various executive and leadership positions in different departments at KMS including legal, compliance and management, Eric finds serving individual clients the most rewarding.
Although Eric received a BA in Environmental Conservation at the University of Colorado in Boulder and secured a law degree at Gonzaga School of Law, he gravitated to financial services. After three and a half years at Touche Ross, an international accounting firm, he joined KMS Financial Services, Inc. in 1987.
Eric lives in Seattle and works remotely with the Cascadia Wealth Advisors team and clients. Eric regularly visits Portland to work directly with Mark, Benjamin, and Amy. In his free time, Eric regularly connects with friends, family and clients, and enjoys the bountiful Pacific Northwest, i.e., Cascadia.