Eric joined Waverly Advisors in September 2024, following the acquisition of CenterPoint Wealth Management by Waverly Advisors, LLC. As a Wealth Advisor, Eric has nearly a decade of experience in wealth management and personal financial planning. He holds a Bachelor’s in Accounting from Franklin College and specializes in retirement planning, education planning, and charitable gifting. Eric enjoys meeting with clients and creating financial plans to help them achieve their financial goals.
In his free time, Eric and his wife, Annie, enjoy concerts, the Butler Bulldogs, professional golf tournaments, and the Indianapolis Motor Speedway. Eric is a proud “Girl Dad” to three young daughters, and their family dog, Charles “Charlie” Comiskey, is lovingly named for their fandom of the Chicago White Sox.