Overview
Eric is a tenured financial professional with over 24 years of experience in wealth management. At Aprio Wealth Management, Eric helps lead the Wealth Management business and is responsible for executing the strategic vision, leading the advisory team, and harmonizing service offerings to deliver an exceptional client experience. He holds a consistent record of collaboration, leadership, and growth.
Experience
He has advised ultra-high-net-worth clients, provided family office services, and consulted with firms across the wealth management industry. Before joining Aprio, Eric was a Principal/Owner at multiple registered investment advisory firms and also helped build a national consulting team serving the wealth management industry. He has a passion for helping people and leading/growing teams within large public accounting and national financial advisory firms.
Education & Affiliations
Eric earned a Bachelor of Science in Business Accounting and a Master’s in Professional Accountancy from Montana State University. He is a Chartered Financial Analyst (CFA) Charterholder and a Certified Public Accountant (CPA). Eric has a passion for giving back to the community and serves on multiple boards, including the Montana State University College of Business Dean’s Advisory Board, and is the President’s Council Representative for the Western Region CFA Societies to the CFA Institute Board of Governors. He is also one of the owners of the Flynn Ranch in Townsend, Montana.
Insights
