Education

• Bachelor of Business Administration, Midwestern State University

Licenses

• Series 7, General Securities Representative
• Series 9 & 10, General Securities Sales Supervisor
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

Experience
Eric has more than 30 years of investment industry experience and joined Stifel in 2010. Prior to becoming a financial advisor, he worked as a commercial real estate broker from 1987 to 1991, and in medical sales from 1992 to 1993.

Memberships

• Lifetime Alumni of Midwestern State University
• Elder, Mission Committee Member, First Presbyterian Church
• Board Member, Wichita Falls Area Community Foundation
• Former Board Member, Community Healthcare Center
• Former Board Member, Straight Street, CrimeStoppers, and Christian Men’s Job Corps

Philosophy
I believe that successful relationships are built on trust and that each of my clients is unique. Therefore, I tailor personalized, holistic plans suited to my clients’ needs to help them pursue their financial goals. Through a long-term, comprehensive wealth management approach, I focus on addressing my clients’ investment planning, asset allocation, tax planning, education planning, estate and retirement planning, long-term care, and insurance needs. I serve a broad range of clients, including, but not limited to, individuals, high-net-worth individuals and families, foundations, endowments, trust departments, corporations, nonprofit organizations, and corporate retirement plans. I welcome the opportunity to earn your trust.

Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.