“At the end of the day, it is about looking out for our clients so that taxes do not become a burden. I feel the most satisfied when a client is happy with the work we are doing.”
Eric’s Story
Eric helps clients navigate the complexities of the tax code while creating strategies that enable them to achieve their financial goals in the most efficient way. With over a decade of experience in tax planning, he understands that there is often no one “right” approach for a client’s tax situation. He enjoys identifying and explaining the possible solutions and helping clients decide upon their best course of action. He also serves as the team’s point person for staying abreast of tax legislation, and he has a special knack for relaying new rules and regulations to his colleagues and to Truepoint clients.
Outside of the office, Eric and his family like to spend time outdoors, read books, and watch Disney movies. They also love traveling, especially on road trips and cruises. Eric is also an avid Miami Marlins fan.
Specialties: businesses, fiduciaries, tax law, tax planning, tax preparation for individuals, trusts
