About Eric
Eric is focused on serving ultra-high net worth individuals in the following areas: federal and state taxation, trust administration, estate planning, generational wealth transfer, charitable planning, asset protection, and financial privacy. He also represents clients during audits and examinations conducted by the Internal Revenue Service and various state tax authorities.
Prior to joining Focus Partners Wealth, Eric was employed at PwC where he provided tax planning, consulting, and compliance services for large family dynasties, ultra-high net worth individuals, politicians, and foreign nationals subject to U.S. taxation.
Eric splits his time between Maine and South Dakota. Outside of the office he enjoys attending symphony orchestras, skiing in Maine and Colorado, and hiking throughout the western United States.
Education and Professional Milestones
-Northeastern University – Bachelor of Science in business administration with a concentration in accounting & finance, magna cum laude
-University of South Dakota – Juris Doctor
-Member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants
-Associate member of the American Academy of Attorney-CPAs