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Eric began his career at CUNA Mutual Group in 2021 with over 20 years of financial industry experience. He holds a bachelor’s degree in business from Skidmore College, and has worked for financial firms including Prudential, Nationwide and Lincoln.
Eric lives in Phoenix, Arizona, with his wife and two teenage children. When he is not helping advisors throughout the Southwest to grow their practices, you can find Eric cheering on the athletic and academic endeavors of his children, or restoring and modifying classic cars.
Time spent on both sides of the desk gives Eric unique insight into the challenges his advisors face, and a strong background that includes relationships in financial institutions.