“There is no better reward than to help a client overcome a difficult challenge, and that’s why I take a personal interest in helping every one of my clients succeed. I am honored to lead a firm where everyone shares this same level of dedication to client service.”
“I often refer to myself as a financial doctor watching over the fiscal health of my clients’ and their businesses. In my interactions with the client, I watch for any symptoms that can lead to poor business health. Ultimately, I strive to put myself in the shoes of the business owner and proactively provide the services that will enable smooth operation of
“I strongly believe that great client service is rooted in deep understanding. Whether this is understanding of my clients’ business operations, trends in their industry, specific goals, or their unique financial platform, it is my goal to know the client inside and out. This enables a level of service that cannot be found elsewhere.”
“I take a proactive approach to serving my clients. This involves gaining a complete understanding of my clients’ businesses, their business objectives and personal goals, and helping them to achieve those goals. I strive to be a trusted business advisor to my clients, and to deliver value added services that make a difference. Not to mention, I try to have a little fun in the process!”
When working with a client, Eric likes to understand the entire picture of the clients’ business, ownership structure, and long-term goals. This means looking beyond the task at hand, and seeking to build a relationship rooted in open and frequent communication.