As a Client Services Associate on the Central Service team at BFG, Eric works closely with advisors and clients to support account servicing, client paperwork processing, and day-to-day operational needs. His background combines hands-on project management experience with a growing foundation in financial planning. Before joining BFG, Eric owned a small lawn and landscape company prior to joining Complete Inground Services, where he advanced into a project management role overseeing projects and operations. He also completed an internship with a local financial advisory firm, gaining firsthand exposure to client meetings and the financial planning process.
Eric earned his bachelor’s degree from the University of Minnesota Duluth, double-majoring in Finance and Financial Planning. He also holds the Securities Industry Essentials (SIE) certification and is excited to continue expanding his knowledge of financial planning while helping clients work toward their financial goals. Outside of work, Eric enjoys spending time outdoors fishing, snowboarding, golfing, and running. He is also an avid Minnesota Vikings and Timberwolves fan and hopes to one day visit six continents and all US states.