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 obtained his CPA designation with an emphasis in Personal Financial Planning (PFP). Eric has also earned the Certified Financial Planner (CFP®) designation
His time with Box Financial Advisors has provided Eric with a vast depth of knowledge and experience through being responsible for all the firm’s trading activities to assisting Douglas Box with his clients and their plans. Eric has learned the wealth management business from the ground up. Now with clients of his own, Eric enjoys helping individuals and families with more than $1,000,000 of investable assets with their complex financial planning needs.
Eric’s responsibilities also include running the day-to-day operations of the firm as integrator. Using Gino Wickman’s book, “Traction”, he is working to implement the entrepreneurial operating system throughout the company to create excellent systems and processes that our clients can trust.
Faith, Trust, Excellence, and Care define the culture at Box Financial Advisors and align with Eric’s own values. He married the love of his life, Emily, in December of 2017. Eric and Emily currently live in New Hope with their three children, Olive, Henry, Hazel, and goldendoodle, Axel. You can find them enjoying family time at the cabin, playing a round of golf, taking a family walk and being involved at their church.