Eric joins JDH Wealth as a portfolio advisor. Before joining our team, Eric founded and ran a successful winery in Sonoma County for 11 years. Prior to that, he was an institutional trader at JP Morgan and Hambrecht & Quist in San Francisco for 10 years.
He will use his experience in both the investment world and the small business world to help clients reach their life goals. Financial planning goes far beyond just picking the right investments. It is about assisting a client in achieving the financial stability they need to help lead the life they most desire. Most people know what they want, but they don’t always know how to get there. Eric will help clients achieve their goals by creating a detailed life plan, which will be tailored to their unique situation. Each specific plan will need to be continuously monitored and updated as life takes its unexpected turns.
Eric has always called Santa Rosa his home, and he currently resides there with his wife, Courtney, their sons, Cole and Wade, and their Siberian Husky, Leo.