Experience

Eric offers a wealth of experience and success in the financial services industry and possesses over 17 years of progressive experience.  Prior to establishing Greenstone Financial Group, Eric began his career working at Citizens Investment Services for 13 years.  Eric specializes in working with individuals as a means of helping them define their financial goals while providing solutions to help achieve these goals.  Additionally, Eric partners with business owners to help them develop and implement strategies to maximize the benefits to themselves, their families and their employees.  Eric has furthered his education by obtaining the professional designation of Certified Financial Planner™ which is a task that less than 5% of all financial planners have achieved.  In his spare time, Eric enjoys spending time with his family, skiing and traveling.

Education

• University of New Hampshire, Durham, NH, Business Management
• Whittemore School of Business and Economics, B.S. in Business Administration
• Merrimack College, Andover, MA; Certificate in Financial Planning

Qualifications

• CFP® Practitioner
• Series 7: General Securities Representative
• Series 6: Investment Company/Variable Contracts Limited Representative
• Series 24: General Securities Principal
• Series 26: Investment Company Principal
• Series 63: Uniform Securities Agent
• Series 65: Uniform Investment Advisor
• Life, Accident and Health Insurance