Eric began his career in 2001 at Bankers Life and Casualty Company, helping retirees plan for Medicare, Long-Term Care, and Asset Preservation. Several years later he moved to comprehensive financial planning at Fidelity Investments, assisting clients with retirement income planning and portfolio allocation.
Eric joined Epiqwest in order to provide his clients more personal attention and unbiased investment and risk management solutions. Eric’s goal is to provide financial peace of mind to his clients by focusing on each person’s unique needs and closely monitoring market conditions. Eric is a Registered Rep of American Portfolios Financial Services, Inc. and an Investment Advisor Rep of Epiqwest Investment Corporation.
Eric was born and raised in Boulder, CO and attended college at Metropolitan State University of Denver while serving in the US Army National Guard, and he is a an Accredited Asset Manager Specialist. He lives in Erie, CO, with his wife of 13 years and their three beautiful children. When away from the office Eric enjoys golfing, playing softball, and most of all spending time with his family and friends.