Eric, born and raised in Green Bay, graduated from the University of Saint Thomas in 2014 and earned a B.A. with an emphasis in finance. Prior to joining Nicolet Wealth Management in 2022, he began his career at a financial services firm headquartered in Minneapolis and in 2019 moved home to Green Bay to become a financial advisor. Through his eight years of experience, Eric has continued to develop his knowledge and expertise. Eric has earned the right to use the CERTIFIED FINANCIAL PLANNER TM (CFP®), by successfully completing the initial and ongoing certification requirements. Additionally, he completed the National Social Security Advisor program to help clients understand and maximize their social security benefits.
Eric and his fiancé Anora currently reside in DePere, WI with their two dogs, Frankie and Sal. He enjoys staying active with skiing, golfing, fishing, wake surfing and traveling. He is a member of the Notre Dame Academy Finance Committee as well as an alumnus of the Leadership Green Bay Class of 2022.
Investment and insurance products:
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.
Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.
Trust services are offered through Nicolet National Bank, a national bank with trust powers.
Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.
Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.