Advisor Profile

As Managing Director of Wealth Management at Choreo, Eric leads the Rochester, Minnesota and Sioux Falls, South Dakota offices, guiding individuals, families and business owners through complex financial decisions. He takes a comprehensive approach to financial planning, ensuring that every strategy is tailored to his clients' unique goals and evolving needs. His expertise spans tax-efficient wealth strategies, philanthropy, estate planning, and retirement planning, helping clients protect, grow, and transition their assets with confidence. 

Eric works closely with clients to address key financial considerations, including Social Security optimization, insurance planning, college funding, and charitable giving. He also collaborates with attorneys, CPAs, and other professionals to provide a coordinated, multi-disciplinary approach to wealth management. 

With a strong background in financial consulting and wealth advisory, Eric brings deep industry experience to his role. Before joining Choreo, he served as a Wealth Advisor at RSM US Wealth Management LLC and held financial consulting roles at Wells Fargo. 

A Minnesota native, Eric enjoys spending time outdoors with family and friends, attending sporting events and concerts, volunteering, and sharing a great meal.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• Certified Financial Planner
• Financial Planning Association, national and state levels
• Rochester Area Foundation, finance/investment committee, advisory member

EDUCATION

• Bachelor of Business Administration, Economics (cum laude), Concordia College
• The American College, CFP® certification curriculum