Eric brings over two decades of expertise as a Private Wealth Manager, specializing in tailored financial solutions for individuals, families, and business owners.
Before joining Almanack Investment Partners LLC, Eric played a pivotal role as a Partner in an esteemed independent Registered Investment Advisory firm. His dedication and strategic acumen were instrumental in the firm’s success. Recently, Eric made a significant transition by divesting his shares and founding Phoenix Wealth Management, PLLC. This venture enables him to provide bespoke wealth management services to a select group of High-Net-Worth Investors, ensuring personalized attention and optimal outcomes.
In addition to his role at Phoenix Wealth Management, PLLC, Eric is a valued partner in Kingsly Capital, LLC, a dynamic independent Registered Investment Advisory firm bridging the realms of Traditional Finance and Cryptocurrency. Through this partnership, Eric stays at the forefront of innovative investment strategies, offering his clients access to diversified opportunities in the evolving financial landscape.
Furthermore, Eric is deeply committed to philanthropy and serves as a partner in Haven Charitable, Inc., a Donor Advised Fund dedicated to making a meaningful impact in communities. His involvement underscores his dedication to giving back and creating a lasting legacy of positive change.
Eric’s academic background includes studies at Arizona State University and the Rochester Institute of Technology, where he majored in Finance and Business Management. He holds a series 66 license as well as a Life, Accident, and Health insurance license.
Outside of his professional endeavors, Eric finds fulfillment in family life, residing in Cave Creek, AZ, with his wife Wendy, their four children, and two dogs. His unwavering dedication to both his family and clients exemplifies his holistic approach to life and business, grounded in integrity, compassion, and a relentless pursuit of excellence.