Eric is passionate about education and the right all of us have to be educated (as per the Universal Declaration of Human Rights). Eric is an Adjunct Professor of Finance at Del Mar College (Corpus Christi), Alamo College (San Antonio) & University of Texas Brownsville.

Eric considers himself first and foremost a relationship builder. He believes in doing what is right for the person or family he is entrusted to help and he does this with 100% transparency conveying both the upside and downside potential of every option. Eric is working in this business of helping people navigate their financial and retirement options because of the rewards of working with others.

Background – 19 years ago Eric went with his brother Jeff to visit a few families that Jeff had helped with their retirement accounts. When Eric saw that these families greeted Jeff like a brother and hugged him when he walked in, that was the beginning of a new future. Eric left a very lucrative career with a large national corporation to sit with people and families and educate them on the various benefits and draw backs of any financial vehicle and option.

To forward his mission of bringing education and knowledge to American retirees and pre-retirees, Eric was involved with his brother in founding Educators Financial Services and Safe Harbor Financial.

Eric specializes in retirement planning and is well versed in many different retirement systems. Eric has been asked on several occasions to speak about Social Security Benefits and Financial Retirement Strategies all over Texas. Eric has been recognized as an elite consultant by some of the major insurance companies who specialize in financial products.

Eric’s 19 years of experience and service in the financial services industry bring exceptional dedication, understanding of client needs, market & product knowledge as well as specialized training in the various products with which he works. He enjoys helping people plan for the future.

On a personal note, he has 4 wonderful children, 3 of whom are in college. Eric has volunteered at his church for over 12 years on the fundraising committee. He is also involved with the Boy Scouts local Troop152 on a weekly basis. Eric is the youngest of 3 brothers and is, of course, his mother’s favorite.