Eric works with a broad range of individuals and families, business owners, and high-net-worth individuals, helping clients navigate estate planning coordination, investment management, and retirement planning.

He takes a client-centered and long-term focused approach to planning, focused on helping clients stay aligned with their long-term financial objectives.

Eric earned a B.S. in Business Administration from the University of Montana and a Juris Doctor from St. Mary’s University. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.

Serving clients in and around Great Falls, MT.