Ever since I was a young man, I have believed in the strength of relationships, in trust, and in planning. I joined Edward Jones in 2000 because I saw how Jones' thoughtful, straightforward investment philosophy resonated with my own. Building strong relationships with my clients is the foundation of my work - knowing what keeps you up at night means that I can better tailor a long-term plan for you. Seeing my clients reach their goals is what gives this career meaning for me - whether it's entering retirement without any financial worries, buying their first home, sending their children to college or university or making sure their family is well taken care of after they are gone - I take pride in knowing we helped them get there.
When I am not in the office, I enjoy spending time with my family. My children and grandchildren live in different cities, so it is always a joy when we can meet up with each other. I also enjoy cooking, fishing (my largest catch to-date is a 24-pound lingcod, caught off of the Gulf Islands fishing trip) and giving back to the community, including mentoring young finance professionals and volunteering with various multicultural and charitable organizations.
Our multi-lingual branch team is made up of myself (most clients call me Eric) and Branch Office Administrator, Jennifer Wang. We service clients in English, Cantonese and Mandarin. But, it's not just us! We have a team of thousands of people and advanced technology supporting our office so we can help ensure you receive the current and comprehensive guidance. Together, we strive to provide exceptional service and will work with you to create your specific investment strategy so you can achieve your financial goals.
Give us a call or stop by our branch - we look forward to getting to know you!