Financial Advisor, Investment Advisor Representative
Eric joined the Cascadia Wealth Management team of wealth advisors in 2003. Since joining the team, he’s been primarily focused on offering retirement planning, wealth management and wealth preservation strategies for individuals and business owners. Working with his business partner Kip Mechals, they both bring over 3 decades of experience to their practice. Together, they advocate a conservative investment approach and employ disciplined boutique investment management firms to pursue their clients’ specific goals. Driven by the unique needs of their client specific financial scenarios, Eric’s goal is to build and execute financial plans in order to preserve his client’s vison of their lives pre and post retirement.
Eric majored in Finance while earning a bachelor’s degree in business from Michigan State University and worked with investment and financial services firms before joining Cascadia Wealth Management. He is affiliated with the Registered Investment Advisory Firm, Cascadia Advisory Services, LLC, an SEC Registered Investment Advisor.
Outside of work, Eric enjoys travelling, golfing as well as cooking for his family and friends.