Executive Vice President
Director of Operations
Eric has been in the financial services industry full-time since finishing graduate school in 1998. He has extensive experience ranging from client services at mutual fund and insurance companies, financial advising at independent broker/dealers, Managing Partner at a private financial planning firm, Branch Manager at a public investment company to his current role as Executive Vice-President of Business Operations with M|Stevens Wealth Advisors.
Eric is a two-time recipient of GAMA International’s Frontline Leader Award and has obtained the professional designation of Accredited Wealth Management Advisor(AWMA® ) from The College of Financial Planning. He has a MA degree from San Jose State University and a BA degree from UC Davis.
Born and raised in the San Francisco Bay Area, Eric and his family currently reside in Orange County, CA.