As a Planning Analyst, Eric assists the Directors of Planning and Client Services and Peter by preparing account reviews, retirement analyses, and proposed portfolios. Eric is also a member of the investment committee and collaborates with in-depth market research and fund selection. Before joining MWA, Eric
worked as a financial advisor with a retirement planning firm in Towson, Maryland, helping clients maximize their income and live comfortably when their working years end.
Education and Certifications
Bachelor's degree in Business Administration from McDaniel College in Westminster, Maryland
Series 7 securities registered
Series 66 securities registered
Life and Health insurance licensed