Since joining Box Financial Advisors in 2013, Eric has helped families live their exceptional lives. After receiving his B.S. in Accounting and Finance from Bethel University, Eric completed what he had started by obtaining his CPA designation. Eric has also obtained the Certified Financial Planner (CFP®) designation.
Going through the Box Financial residency program has given Eric a vast depth of knowledge through facilitating nearly $1 billion of trades, creating client plans, and assisting Doug Box in and out of his client meeting. Now with clients of his own, Eric enjoys working with the complex financial needs of individuals and families with more than $500,000 of investable assets. Eric also works as the of team lead for the strategic team responsible to implement the firm’s financial goals.
Faith, Trust, Excellence, and Care define the culture at Box Financial Advisors and align with Eric’s passion to allow people to live their exceptional life by bringing confidence to their financial situation through life’s transitions and uncertainty.
Eric married the love of his life, Emily, in December of 2017. Eric and Emily currently live in New Hope. You can find them enjoying family at the cabin, getting out on the golf course, and being involved at their church volunteering their time where they can.