Eric is a retirement plan specialist with over a decade of experience helping employers build smart, compliant, and future-ready 401(k) plans. He works closely with business owners and plan sponsors to simplify fiduciary responsibilities, optimize plan design, and drive better outcomes for participants. Eric is also passionate about personal financial wellness, believing in the power of small, intentional decisions—Control what you can. Optimize what you have. A graduate of Bucknell University, and a CFP® & CPFA® designation holder, Eric combines industry expertise with a personal commitment to financial health, guiding clients toward greater clarity, confidence, and long-term freedom.