Partner, Senior Wealth Advisor
From early on in his professional career, Eric realized that being able to make a positive difference in the lives of others and witness the results would be the most rewarding part of his profession. As one of the founding partners of Harbor Wealth, his responsibilities include helping establish the team vision for providing the highest level of client service, as well as guiding clients through the wealth planning process to help simplify their financial lives.
Eric has fond memories attending the University of Wisconsin Eau Claire while earning a bachelor’s degree in Finance and associate degree in Accounting. Eric has more than 20 years’ experience as part of a financial advisory team. Eric has a passion for education, but believes that the life lessons he has experienced as a business owner exceed those taught in the classroom. His entrepreneurial experience and knowledge provide a continuous contribution to the design of Harbor Wealth.
Eric and his wife, Tangee, have a wonderful daughter, Ali, and two dogs. He enjoys family vacations to Mexico, Disney World and Oregon (Eric’s sister lives in Portland). Often Eric and Tangee are involved in Ali’s calendar of activities. When time allows, Eric enjoys golfing, hunting, and cheering on the Green Bay Packers and Wisconsin Badgers.
Getting to know Eric
What is Eric’s favorite food? Sushi
Favorite book? Start with Why: How great leaders inspire everyone to take action – by Simon Sinek
Favorite movie or TV show? M.A.S.H
What motivates Eric? Helping People
Favorite holiday? Christmas
Place you’d most like to visit? Rio De Janeiro
Eric’s biggest accomplishment? Great family, friends and work partners
Check the background of this investment professional on FINRA’s BrokerCheck