Eric’s dedication to helping families grew from witnessing firsthand how financial mismanagement causes emotional hardship.
Joined Lido: 2020
Homebase: Chicago
Professional Focus: Eric is dedicated to helping families and individuals navigate the complexities of personal finance. He is focused on developing connections and advising clients on their investment portfolios and financial plans to help them use and preserve their hard-earned money and achieve their goals as efficiently as possible.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Finance, Illinois State University
Previous Work Highlights: Rose from financial representative to lead advisor at Northwestern Mutual focusing on strong investment and planning strategies.
Personal Facts: When Eric isn’t thinking about Lido’s clients, he’s reading the latest on the financial markets, the ever-changing financial laws, and catching up on various wealth management forums. Outside of work, he enjoys working out, traveling the world, hockey, golf, and cooking.
