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.
If he’s not at the office, you can find Eric with his family (he’s a newlywed as of 2018!) and friends. They’ll probably be spending time outside or cheering on all Tampa, UF, and Wake Forest sports teams! His favorite book is Moneyball by Michael Lewis. A fun fact about Eric is that he is learning to speak Spanish!