With over 30 years of experience as a retirement and income planning specialist, Eric loves working with people and helping his clients understand their options when it comes to preserving their retirement savings while creating an income stream for the future. Eric takes a holistic approach to retirement planning by educating clients on the effects of unexpected market losses, unplanned life events and using safe money strategies to guarantee income throughout ones’ retirement years.
Eric has a degree in Business Management as well as an MBA from Oral Roberts University in Tulsa Oklahoma. He is Life & Health Insurance licensed in North Carolina and holds a series 65 investment advisory security license. He has maintained his office in Jamestown NC since 2006. Eric is a long-time resident of Winston-Salem NC, is an avid reader and enjoys playing most sports, especially basketball. He is married to his best friend Renee and together they have a college age son. He is an active member of River Oaks Community Church and is passionate about conveying the importance of spiritual fellowship and sharing God’s ultimate “retirement” plan with others.
