Service Advisor, Project Manager
Eric first joined the team in 2017 when Welch Financial became part of IFS. Today, he has two main areas of responsibility as he is one of our Service Advisors as well as our Project Manager. As a Service Advisor, Eric works with our Financial Advisors to help our clients achieve their financial goals. On the Project Manager side of things, Eric helps keep our business heading in the right direction as he oversees companywide strategic initiatives.
Eric has a bachelor’s degree in Finance from Wake Forest University, where he also studied Entrepreneurship & Social Enterprise. He holds the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) Registrations.
Eric resides in Chicago with his wife and is currently pursuing his MBA. A Florida Gator at heart, Eric enjoys watching college football and is an avid sports fan. Each year, Eric takes a trip with his father to a random college in the US where they attend the football game!