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
Eric is a finance leader with 15+ years of experience in Order to Cash, Credit, Floor-plan Financing, Commercial Leasing/Banking, Transformation, RPA and Business Analytics. He has helped C-Suite Executives, VP’s & General Managers with strategic planning and execution, operational initiatives, risk management, outsourcing and business data analytics.
Eric has a passion for helping fellow Americans achieve the same financial independence that he has obtained through financial literacy, access to financial resources and risk transfer.
He has an Insurance License, a Master’s degree from Central Michigan University and a Bachelor’s from Florida A&M University. He is also a six sigma green belt. A member of Alpha Phi Alpha Fraternity, Inc, Eric spends his free time volunteering as VP/Treasurer of his community’s HOA, doing DIY projects, reading and traveling the world.
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.