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 in the Box Financial Residency Program has given Eric a vast depth of knowledge and experience. By facilitating nearly $1 billion of trades, creating client plans, and assisting Doug Box in his client meetings, 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 $500,000 of investable assets with their complex financial planning needs. Eric also works as the of team lead for the strategic team responsible for implementing the firm’s financial goals.
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 daughter, Olive, 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.