Charlotte Family Office

Eric serves clients throughout the Carolinas and surrounding area focusing on each family's unique wealth planning objectives and needs. Eric has over 15 years of tax, estate and wealth planning experience for ultra-high net worth individuals and families.

Prior to joining GenSpring, he served as a senior manager with Deloitte & Touche and co-headed the Family Wealth Planning Group for the Southeast. In addition to assisting clients with their tax, estate, investment, charitable and business succession planning needs, Eric worked with the National Office and served on the Family Wealth Planning Committee. Prior to working at Deloitte & Touche, he began his career at Elliott, Davis & Company and worked in the tax department.

Eric received a B.A. degree in Accounting from Bob Jones University. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA). He is also a Certified Financial Planner™ and has held several securities licenses over his career.