2015 Fall Conference Speaker

Eric leads the Financial Planning and Risk Management services of Truepoint Wealth Counsel. His role involves leading the delivery of the Truepoint client experience that integrates the estate planning, tax planning, risk management and investment management expertise of Truepoint into an integrated financial plan. He also works directly with clients who have complex financial situations that require sophisticated financial planning and risk management solutions. Prior to joining Truepoint, Eric served as Managing Principal of a Sequoia Wealth Counsel and as a management consultant with Deloitte Consulting.

Eric is a graduate of The Ohio State University with a Bachelor of Science in Business Administration and is a Certified Financial Planner™ professional. He has appeared in numerous media outlets including The Wall Street Journal, The New York Times, Consumer Reports, Sirius XM radio, Fox Business and CNBC.