“At the end of the day, it is about looking out for our clients so that taxes do not become a burden. I feel the most satisfied when a client is happy with the work we are doing.”
As a member of the tax planning team, Eric focuses on individual, trust and gift tax planning and compliance. In this role, Eric works closely with Truepoint’s wealth advisors and specialists and is dedicated to educating both colleagues and clients on tax law and tax planning strategies. “While in school, I took accounting and tax courses and knew immediately that this line of work would be great for me. I discovered a love for solving tax problems and helping clients reduce their tax liabilities by navigating through the tax code and regulations.”
Eric earned a bachelor’s degree in accounting from Florida Gulf Coast University and a master’s degree in taxation from Nova Southeastern University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.
A Houston, TX resident, Eric enjoys spending time with his wife, Naty, and daughters, Eliana and Emilia. He is an avid Miami Marlins baseball fan and enjoys watching and attending baseball games. His preferred type of vacation is a cruise and his favorite destination is the Cayman Islands.