We believe with careful, thoughtful planning, we can help clients achieve any and all of their objectives. We also believes it’s never too early to start planning and that planning is an ongoing, ever-changing endeavor. It’s a lifetime commitment, but it’s worth it.
Eric is committed to simplicity. Experience has shown him financial and retirement planning doesn’t have to be complicated, it just has to be smart, strategic and thorough. On a personal note, Eric hails from Amarillo, Texas and has a B.S. degree in accounting from the University of Texas at Dallas. He enjoys fitness, reading and spending time with Dawn, his wife of 23 years, and their two children.
As the Director of First Impressions, Dawn goes above and beyond to exceed the expectations of clients and associates. Previously, Dawn taught history for 24 years at both middle and high schools. She is the secretary and honorary member of the Korean War Veterans Association Sam Johnson Chapter 270. She was also a lead fellow for the Korean War Legacy Foundation Inc., where she conducted interviews and digitally edited and archived content for the Korean War Legacy Project.
It’s never too early to start planning for retirement.
Learn the six critical steps to retirement success.
Eric is committed to helping his clients plan, manage and save
money to meet current and long-term financial needs.