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Dave Ramsey SmartVestor Pro

Assists with design & implementation of company-sponsored retirement plans

Accredited Investment Fiduciary (AIF)


Will video conference with clients to make it easier

Loves spending time at the beach with his family

Get to Know Eric

Eric Johnson has always been passionate about helping people. From an early age, he grew up in the home of a pastor where the core values of faith, integrity, and hard work were instilled from a young age.

Eric is specifically passionate about coaching people whose lives have become too busy or complex to focus on the integral details of financial planning. This includes business owners, pre-retirees, mid-career singles, and families. Or, like many of Eric’s clients, those that just didn’t have a solid relationship with their financial advisor and are looking for a fresh perspective.

Most importantly, Eric strives to make all of his clients feel comfortable, in an all-to-often uncomfortable process, by building relationships and working with them over time to make increasingly better financial decisions.

In the information-saturated environment in which we all live, it is imperative to remember what Napoleon Hill, the famous 20th Century Self-Help Author, coined:

“Knowledge is only potential power. It becomes power only when, and if, it is organized into definite plans of action, and directed to a definite end.”

ACTION is power. Eric is adamant that simple philosophies such as budgeting, being debt-free, and saving for the future, in conjunction with having a specific financial action plan is the key to wealth building.

Eric graduated from Vanguard University with a degree in Business-Organizational Management. Eric’s combined love for helping people and his business acumen led him to Trilogy Financial where company CEO, Jeff Motske, is also a Vanguard alum. In his free time, Eric loves spending time at Torrey Pines State Preserve with his wife, JoAnn, and two sons, Russell and Shane.


The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy Capital or LPL Financial.




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Meet Eric’s Team
Scroll through to see each of the Advisors
Senior Vice President of Wealth Management
Windus Fernandez Brinkkord, AIF®, CEPA
Vice President of Wealth Management
Gary Sussman, CFP®

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934