Eric is a Tax Strategist for Baird’s Private Wealth Management Group having joined the firm in 2021.
Prior to joining Baird, Eric operated his own tax planning firm specializing in alternative retirement plan investments. Throughout his career in tax, investment and corporate finance capacities, Eric helped develop and structure sophisticated financial solutions to meet the unique goals of individuals and institutions.
Eric graduated from the University of Washington with a Bachelor of Arts degree in Business Administration and also holds a Masters of Science in Taxation from Golden Gate University in San Francisco, CA. He also holds CPA and CFP® designations as well as a Life Insurance and Disability license in the State of Washington.