Started at Trilogy in 1999
Coaches AYSO soccer & ASA softball teams
Loves spending time with family at the lake
Creative at building things with wood & steel
Loves boating, fishing & water skiing
Will video conference with clients to make it easier
Eric is a seasoned veteran in the world of wealth management, with over three decades of experience. As a Founding member of Trilogy Financial, he has donned the hat of a leadership figure throughout the years. His dedication and acumen have led him to his latest accomplishment: being promoted to the position of Chief Operating Officer (COO).
With a track record of strategic leadership, Eric has helped transform the company’s operational landscape by conceptualizing and establishing Trilogy’s Mack Service Center; a comprehensive service center that optimizes advisor support, efficiency, and performance.
As COO, Eric’s responsibilities extend beyond the Service Centers’ development; he also oversees the Technology and Trading Departments. Under his guidance, these divisions have seen growth in innovation and overall performance.
With an extensive understanding of financial services, a passion for technology, and a commitment to delivering exceptional client experiences, he continues to shape the company’s story. He brings a blend of strategic insight and operational excellence that sets Trilogy apart in the financial services sector.
Beyond the boardroom, Eric enjoys golfing, fishing, and boating in his free time. With his beloved wife, Melinda, they have raised three wonderful daughters, and their family tree has expanded as they joyfully embrace the role of doting grandparents to three precious grandchildren.
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.