Founder, CEO



Eric has more than 14 years’ experience in the accounting, tax and financial services industries. He specializes in working with professionals and small business owners who are nearing, or recently entered retirement. Eric spent the last 5 years working for PNC Wealth Management where he served as an investment advisor managing assets in excess of $300 million. He holds a bachelor's degree in accounting from Penn State University and is a Certified Public Accountant and Certified Financial Planner.


Eric has been married to an amazingly caring and patient wife, Jess for over 9 years. Jess is a hair stylist who thankfully balances her talent and expertise between work and home. They have two children, Hayley (a.k.a. Monkey) and Ethan (a.k.a. E-Man), who are into a wide-range of activities including basketball, golf and cheer. Jess and Eric enjoy spending time with their kids, going on date nights and vacationing with their family.