Senior Wealth Advisor

Eric joined BCWM as a Wealth Advisor in March of 2012. Now a Senior Wealth Advisor, Eric is responsible for supervising the wealth advisory team with a focus on providing customized and sophisticated planning to BCWM clients.

Prior to joining BCWM, Eric garnered more than 12 years of experience with individual income tax compliance, personal financial planning and wealth management. Previously, as a Vice President at Sonas Financial Group, Inc. he provided investment management and financial planning for that firm’s clients. Eric has also gained tax compliance experience at the global accounting firm, KPMG, and at a regional firm, BKD.

Eric graduated Cum Laude in 1999 from the University of Central Missouri with a BSBA degree in Accounting and an emphasis in Personal Financial Planning. He earned the CERTIFIED FINANCIAL PLANNER™ certification in 2003, followed by the Accredited Asset Management Specialist (AAMS) designation in 2004 at the College for Financial Planning near Denver, CO, which is the nation’s oldest financial planning education institution. Eric remains an active member of the national and local chapters of the Financial Planning Association, and is a member of Leadership Overland Park, class of 2014. In addition, he is a graduate of the Leadership Overland Park program, Class of 2014. Founded in 1983 as a program of the Overland Park Chamber of Commerce, the program is now a program of the Chamber’s educational foundation.

A varsity college baseball player, Eric was selected as a 1996-97 Academic All-America District Team member, and he still enjoys playing recreational sports with friends and family in his spare time. He, his wife and two children reside in Kansas City, MO.

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