Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Eric has sixteen years of career experience with the U.S. Treasury Department. He has worked in the Small Businesses and Self Employed (SBSE) division, and Large Business & Internal (LB&I), division. In his management role in LB&I he has served as the new hire training manager, and audit examination case manager for five plus years. Eric recently completed the IRS competitive “Senior Management Ready Program,” and have enjoyed serval territorial program manager assignments.
Eric holds lines of authority in Life, Variable Contracts (Certified, Series 65), and Health insurance. Eric is looking forward to spreading financial education by becoming an instructor and financial coach with The American Financial Education Alliance (AFEA).
Lin A. Edwards, AAMS®, CDFA®, CRPC®, ChFC®, QPFA®, CLU®
Managing Director
I service a select group of families, business owners/entrepreneurs, and executives. My mission is to be an essential and trusted advisor to clients as they pursue their vision of financial success. My commitment to this mission is defined by three core principles:
I. Consultative Approach – Through discovery that helps clients discuss, clarify, and prioritize their financial objectives. An interactive wealth management planning process that helps clients see where they stand today along with a clear path to goals achievement. A commitment to educating clients helps simplify complex issues and ease decision-making. Benefit: Clients experience the confidence that comes from having clarity / structure in their financial lives.
II. Goals-Based Strategies – Experience, teamwork, and training allows us to innovate and bring a meaningful perspective. A clear investment philosophy combined with proven principles results in portfolios tied to clients’ stated objectives. Willingness to work with other professionals and leverage global resources brings customized solutions based upon your risk tolerance, time horizon, liquidity needs and investment goals. Benefit: Clients feel more at ease knowing that their advisor is a financial steward.
III. Personal Attention – Working with a select number of clients helps ensure accessibility and responsiveness. Proactive reviews and regular communication help make sense of financial markets and keep our clients on track.
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