Financial Advisor, CUSO Financial Services, L.P.* (Member FINRA / SIPC) at Numerica Credit Union
Eric is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience in the securities industry. Eric serves the Spokane/Coeur d'Alene** region, providing asset allocation and retirement planning services. Eric believes in straightforward communication with his clients and has a simple service philosophy: "Do what you say you are going to do and return every message within 24-hours every single time." A graduate of James Madison University, Eric enjoys sports, reading, and current events as well as spending time with his family. He is securities licensed in WA, ID, MT, OR, CA, AZ, MI, LA, and VA.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, Sullivan, Five Mile, Airway Heights, Regal, U-City and Wandermere.