Eric founded Brookside Wealth Management to provide thoughtful investment management and retirement planning through a direct, personal advisory relationship. As the firm’s founder and investment adviser representative, he works with clients to connect financial decisions to the goals that matter most to them.

Before launching Brookside, Eric spent 13 years with UMB Private Wealth Management in Kansas City. He joined UMB in 2013, served as a Portfolio Manager from 2017 to 2023, and went on to serve as a Wealth Advisor from 2023 to 2026.

His career has combined the discipline of managing investments with the broader perspective of helping individuals and families prepare for retirement. That experience shapes his approach to portfolio construction, risk management, and financial planning as clients’ needs evolve.

At Brookside, Eric emphasizes straightforward communication, disciplined investing, and advice tailored to each client’s circumstances. Clients work directly with him throughout the advisory relationship, from their initial planning conversation to ongoing investment reviews.

THE BROOKSIDE APPROACH

Personalized guidance, thoughtful portfolio management, and a clear focus on preparing for retirement.