Eric is the Director of Tax Strategy at TFO Family Office Partners, where he has been a cornerstone since the company’s inception in 2011. With more than 25 years of experience, Eric excels in identifying creative solutions to complex tax issues and delivering strategic tax and business advice to family businesses and family offices. His expertise lies in income tax planning and problem-solving, where he is known for his deep understanding of intricate tax matters.
What most excites you about your work?
There is no shortage of unique and interesting conundrums in search of creative solutions.
Why did you choose TFO Family Office Partners?
The opportunity to work alongside bright and talented individuals collaborating together to make a meaningful positive impact on our client families.
What are some of your life's biggest influences?
The faith and hard work demonstrated by my parents who have always been more concerned about doing the right thing without regard to its personal cost.
Education
University of Colorado
M.S. Taxation
B.S. Accounting
Hobbies and Interests
- Hunting
- Music
- Cooking
- Hiking
- Reading
Industry Designations and Certifications
Certified Private Wealth Advisor (CPWA®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
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