Experience:
Eric joined Moneco Advisors in 2025 as a Relationship Manager. He brings to the role a passion for supporting clients through meaningful relationships and providing dedicated care as they navigate important life decisions and plan for the future. With a background in private healthcare management, Eric offers clients a unique perspective that blends practical financial awareness with compassionate, real-world experience. In his previous role, he focused on helping families preserve their loved ones’ dignity and quality of life while safeguarding the family’s overall well-being. At Moneco, Eric serves as a vital point of connection between clients and the advisory team, ensuring that each client feels heard, supported, and understood in their work with the firm. His focus on service, research and communication helps foster lasting relationships built on trust and shared values.