Eric is a co-founder of Saling Wealth Advisors and serves as the Executive Director.
In his role, he is a steward of his clients’ financial lives as well as a leader for a firm that is at the forefront of changing the way advice is delivered. Eric’s experience, vision, and values have been instrumental in the development of the firm. He is known for his passion in helping families plan, organize, and execute on all financial decisions and continues to build a firm characterized by its commitment to delivering more and more to its clients.
After earning an Economics degree from Vanderbilt University, Eric’s career began with General Electric, where he worked as corporate finance analyst in many different GE business units. In 2008, Eric transitioned to the Wealth Management Industry, when he partnered with Jay Saling. Eric has earned the Certified Financial Planner™ designation, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Throughout his career, Eric has demonstrated his expertise in investments, retirement, taxation, insurance, and estate planning.
In addition, as a Certified Business Exit Planner, Eric ensures families’ and business owners' financial plans are effectively carried out and are aligned to their individual objectives.
Eric is an active participant in his community as a member of several initiatives at St. Xavier High School, supporter of Greater Louisville, Inc., and an advocate and fundraiser for the Cystic Fibrosis Foundation.
Outside of his business and professional commitments, Eric enjoys spending time with his wife, Emily, and his children, Graham, Parker, and Kaelin. He also enjoys the outdoors, golf, fishing, fitness, and traveling with his family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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