Founder and Executive Director Eric is a finance leader with 15+ years of experience in the key areas of finance. He specializes in financial literacy to help you achieve financial independence.
Founder & Executive Director
At the core of Wealth Action Planners is Eric, a financial expert with over 15 years of experience in areas like Investing, Banking, Order to Cash, Credit, Commercial Leasing, Business Analytics, and more. He’s worked with everyone from C-suite executives to general managers, helping them tackle financial challenges and come up with actionable solutions.
Eric’s real passion, though, is helping everyday people achieve the financial freedom he’s been able to build for himself. He knows that financial independence is possible for anyone — it all starts with understanding your money and making smart moves. That’s why he’s dedicated to sharing his knowledge and expertise with access to financial resources and risk transfer.
Eric holds an Insurance License, a Master’s from Central Michigan University, and a Bachelor’s from Florida A&M University. He’s also a Six Sigma Green Belt, which means he’s all about getting things done efficiently and effectively. When he’s not helping clients, you can find Eric volunteering as the VP/Treasurer of his community’s HOA, tackling DIY projects, reading up on new financial trends, or traveling the world.
Why Work With Wealth Action Planners?
* Experience: Eric has spent over 15 years in the financial world, so he knows the ins and outs of personal and business finance.
* Personalized Plans: He knows that one-size-fits-all doesn’t work. He’ll create a custom plan that fits your needs and goals.
* Financial Education: Eric believes knowledge is power. He will walk you through your options and give you the resources to make informed decisions.
* Trustworthy & Transparent: He’s committed to doing what’s best for you. That means building long-term relationships based on trust and integrity.
Company Values
Don’t Be Mean
Meeting people where they are in life is how we operate. Providing solutions is the goal and offering more than 1 is the standard. We don’t ignore you. No question is too small, we will always send you a response.
Integrity Matters
Your privacy is important to us. We will never put ourselves or the company at risk and will follow the laws, standards and commonly acceptable practices of the industry
Be meticulous, Be Fast!
Paying attention to the little things matter. Respecting your time and delivering expectations is the norm.
Embrace Differences
This is a “No Judgement” Zone. Treating every person as a special Human Being regardless of race, religion, sex or sexual preference.
Lead through Listening
Clients who share information value services best. We hear you and appreciate you. No “doom & gloom” speak from us.
Team Dynamics is Essential
Collaboration and Knowledge Sharing is key. Everyone is respected and technology is embraced.