As a fee-only Registered Investment Advisor, Eric helps families create peace of mind by establishing and implementing wealth plans and investments in a highly personalized and unparalleled way. Over the last two decades, during some of the most trying periods in the financial markets, Eric has worked with a number of affluent and high net worth clients to ensure that their portfolios were positioned to weather those, and future, storms.
Eric holds the Certified Trust and Fiduciary Advisor (CTFA) designation which places an emphasis on not just financial planning, but also on trust and estate planning, giving Eric a solid foundation in fiduciary services. This positions him to offer not only objective and independent information, but also education, advice, and advocacy on behalf of his clients.
A graduate of Texas A&M University, Class of 1993, Eric has degrees in both Finance and Management. While in college, Eric was a member of the Corps of Cadets, served as a Student Body Senator, and was Treasurer of the Business Student Council. After graduation, Eric remained in College Station and worked for two large firms in the financial services industry. In 2011, Eric opened Element Retirement & Investment Consultants in College Station.
Eric continues to be active in the community and enjoys scuba diving, woodworking, numismatics, camping, and all manner of watersports. He and his wife Joey are active members of A&M United Methodist Church in College Station, and they have 4 children.
- Texas A&M Class of 1993 (Class Agent)
- Brazos County A&M Club (member past President)
- College Station Noon Lions Club (member, past District Treasurer)
- Aggieland Scuba Dive Club (Treasurer)
- Steve Cooke Scottish Rite Club (Treasurer)
- B/CS Chamber of Commerce (past Treasurer/Executive Committee Member; Junior Leadership Brazos volunteer)
- Leadership Brazos Alumni Association (past Chairman)
- OPAS Encore (past President)
- Texas A&M Corps of Cadets Association (Hollingsworth Society member)
- Texas A&M 12th Man Foundation (Champions Council member)
- Texas A&M Chancellor’s Century Council (member)
- A&M United Methodist Church (Endowment Committee, Stephen Minister)
Honors and Awards
- College Station Noon Lions Hall of Fame Honoree, 2020
- Bryan/College Station Chamber of Commerce: Volunteer of the Year, 2004
- Leadership Brazos Alumni Association: Outstanding Alumni Award for Service to the Association, 2007
- MSC OPAS Student Committee: Curtain Call Award, 2014
- Leadership Brazos: graduate, 1996-1997
- St. Joseph Partners in Leadership: graduate, 2007
- College Station Citizen’s University: graduate, 2009
- College Station Noon Lions Club: Freddie Wolters Fellow, 2020
- Lions International Foundation: Melvin Jones Fellow, 2007; Jack Wiech Fellow: 2013, 2014