Advisor Profile

Eric is an Associate Director of Wealth Management at Choreo, based in the Minneapolis, MN office. As a Certified Financial Planner®, Eric partners with advisors to support the financial planning process, develop personalized strategies, and help clients navigate complex wealth management decisions. 

Prior to joining Choreo, Eric was a Wealth Manager at Accredited Investors, where he partnered closely with advisors to manage investment strategy and planning for high-net-worth individuals and families. He served as a trusted advisor and primary point of contact for many clients, providing personalized advice for their evolving goals. He also led specialized internal planning committees on Health Savings Accounts and Philanthropy, helping establish best practices and resources for advisors across the company. 

Outside of work, Eric enjoys being on the golf course, at the cabin, and spending time with his wife and daughter.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP®

EDUCATION

• BA in Marketing, University of St. Thomas