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.
From creating client plans to facilitating nearly $1 billion of trades Eric has been exposed to the wide spectrum of financial planning through the BFA residency program. Currently, he works closely with Box Financial Advisors CEO, Douglas Box, to help address the complex financial needs of individuals and families with more than $500,000 of investable assets. Eric also recently assumed the role 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 Brooklyn Center. You can find them enjoying family at the cabin, getting out on the golf course, and being involved at their church where they help lead bible studies and volunteer their time where they can.