Being able to share my passion for investments with others, allows me to help them with that part of their life.
Nationally recognized for his leadership in the industry, Eric has been named a member of the “All-American Team” by American Funds, Hartford’s “Leadership Council” and Prudential’s “Master Council.” Eric was also recognized by Transamerica as a “Top of the Pyramid Advisor.”
He joined the Allen & Company team in 2003 and specializes in investment management services for high net worth individuals and families, corporate 401(k) and retirement plans, Life, Long Term Care and Disability Insurance, retirement funding and income planning. A Certified Wealth Strategist® Eric also earned the CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning. He holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities licenses.
Eric received an Associate of Arts degree from Polk State College before obtaining his Bachelor of Science degree and MBA from the University of South Florida. Additionally, he completed intensive coursework in alternative investments at the London School of Economics.
Committed to giving back to his community, Eric serves on the the Polk County Planning Commission, the Board of Directors for the Polk State College Alumni Association as well as Talbot House Ministries. A former adjunct professor of Investments at Florida Southern College, he has participated in both Leadership Winter Haven and Leadership Lakeland. In addition, Eric supports the United Way of Central Florida, the Winter Haven Young Professionals Group and is a member of Calvary Baptist Church in Lakeland.
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