Oak Harvest Financial Group
Eric joins Oak Harvest with years of experience in the private wealth management space. He got his start in financial planning by building his own practice in working with high-net-worth families, individuals and non-profits in achieving their financial goals. Most recently, he worked locally in Houston as a lead advisor for one of the largest firms in the U.S. At Oak Harvest, Eric’s focus is finding a deep understanding of his clients’ personal and financial situations to build a tailored financial plan that is scalable and adaptable as his clients move throughout the different phases of life.
Eric is a second-generation alumnus from the University of Houston. He received his B.S. in Supply Chain and Logistics Technology with a minor in Business Foundations. He holds his Series 66 license, Texas life insurance license and is a Certified Financial Planner™ practitioner.
Eric is a native Houstonian growing up in the Sugar Land area. He and his wife Gabby have been married since 2019 and currently reside in SW Houston with their four dogs, Wheezy, Lucy, Miller and Paige. Eric also enjoys playing golf, cooking and exercising.