Managing Director, Private CFO®
Hometown: Marietta, GA
States Licensed: AL, AZ, CA, CO, FL, GA, IL, LA, MD, MN, MS, NC, NJ, NY, OH, PA, SC, TN, TX
Credentials & Awards
- Top 40 Under 40- NAIFA-Atlanta
- Former board member on the Board of Directors for the Georgia Southern Alumni Association
- Masters of Business Administration
- 10 consecutive years as oXYGen Financial's Top Producer
- Chartered Retirement Planning Counselor
- Series 7
- Series 66
- Life, Accident & Sickness
- Variable Products
Eric is a native of Atlanta (Piedmont Hospital) and a two-time graduate of Georgia Southern University (Go Eagles!) with a BBA and MBA. When not working, Eric can usually be found working out or spending time with his family and friends.
Are you an early bird or a night owl?
What would the title of your autobiography be?
The Pursuit of Excellence
If you could only listen to one song for the rest of your life, what would it be?
So Much to Say - Dave Matthews Band
If you could have the power of teleportation right now, where would you go?
Bora Bora or Australia
What is the last TV show you binge-watched?
Motto or personal mantra?
Rule #76: No excuses. Play like a champion.
What inspires or motivates you to do your job, as it relates to the customer experience?
The relationships with clients gives me all of the motivation I need.
Background and qualification information is available at FINRA's BrokerCheck website.
+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.