Eric is an Associate Paraplanner at SilverOak Wealth Management, joining our firm in March of 2026. His primary roles include coordinating with the advisors to prepare financial plans for clients, as well as helping prepare materials for client meetings.

Prior to joining SilverOak in 2026, Eric worked as an Assistant Underwriter at a specialty insurance company. He received his Bachelor of Business Administration in Finance from the University of St. Thomas in St. Paul.

 

Education

•    University of St. Thomas – B.A. Finance