Eric joined Robert W. Baird & Co. in 2021 as a Tax Strategist for
Baird Private Wealth Management. Prior to joining Baird, Eric
operated his own tax planning firm specializing in alternative
retirement plan investments. Throughout his career in tax,
investment and corporate finance capacities, Eric helped
develop and structure sophisticated financial solutions to meet
the unique goals of individuals and institutions.
Eric graduated from the University of Washington with a
Bachelor of Arts degree in Business Administration and also
holds a Masters of Science in Taxation from Golden Gate
University in San Francisco, CA. He also holds CPA and CFP®
designations as well as a Life Insurance and Disability license in
the State of Washington.