Eric provides strategic direction to the firm and manages the process for outside partnerships.
Eric has over 24 years of financial services experience including the following: President and CIO at Foresight Wealth Management, Equity Specialist at Goldman Sachs, Director of Research at Yellowstone Partners and WindRiver Advisors, and Senior Portfolio Manager at Wells Fargo. He is also the initial founder of Flex Fleet Rental, which has become one of Utah’s largest capitalized start-up companies and serves the nation with thousands of pickup trucks – all within 3 years. He has a BS and Masters in Accounting from the University of Utah and also has a Chartered Financial Analyst (CFA) professional designation.
Eric is most proud of his wife and three kids who are deeply involved with music. He loves to watch his kids perform piano, guitar, saxophone, flute, acting, singing, and several other instruments. When not watching his kids perform, he enjoys going to the theater (plays) and playing racquetball.