Eric Schaefer

Eric’s journey into financial advising began on an informal path during his time serving in the military. While helping the soldiers under his command improve their financial habits, he stumbled across his passion for helping others navigate challenging financial decisions. While very much an introvert by nature, building relationships with clients is one of those rare areas where Eric opens up and seeks out deep, meaningful conversations and relationships with others.

As a wealth advisor, Eric works directly with clients to help take some of the friction out of financial solution exploration. He helps them identify their passions and build a custom plan to achieve their short-term and long-term pursuits.

The dynamic landscape of consumer economics and the challenges that are presented with each unique client situation intrigued Eric, and his military background helped prepare him for the role.