Financial Advisor CUSO Financial Services, L.P.
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, NC, and VA.
**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.