Eric works closely with advisors in the Pacific Northwest to help them build successful businesses and create custom solutions for their clients. For more than four years, Eric has consulted with advisors to devise investment solutions that meet the diverse needs of their clients. He also counsels advisors on the implementation of best business practices designed to optimize their businesses.
Prior to joining AssetMark, he worked for Altegris Alternative Investments and has advised on a full range of financial services products. Eric earned his Bachelor's degree in Finance from the University of San Diego and is currently working through the Chartered Financial Analyst Program.