“The depth and breadth of professional experience on the Truepoint team provides an unmatched wealth management experience, but one of my favorite aspects of our approach is the deeply held respect we have for our clients.”
Eric leads Truepoint’s financial planning group. Among other things, this involves conducting research and developing thought leadership on financial planning topics of relevance to Truepoint’s clients. “I enjoy reading technical articles about financial planning to stay up-to-date on industry news and findings.”
Eric is a graduate of The Ohio State University with a bachelor’s degree in business administration and is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Eric has been a guest lecturer at The Ohio State University’s Fisher College of Business and served as a judge for the Financial Frontier Awards. Other civic involvement includes teaching the Junior Achievement financial literacy course to area high school students, and serving on the Planned Giving Committees of CET public television and the Cincinnati Zoo and Botanical Garden.
Eric and his wife have two sons. He enjoys golf, cooking and being outdoors.