Eric has been an advocate for clients of the financial services industry for 25+ years, providing retirement income services to families and businesses throughout the country. Helping community members in all stages of retirement income planning, Eric is dedicated to assisting those who don’t want to outlive their income. He continues to inform current and future retirees on crucial topics impacting them today, including the fees they might be paying, risk tolerance and how to be as tax-efficient as possible.

Eric’s focus on retirement income planning strategies for future retirees ultimately lead to him being the co-creator of Income Perspectives, a software package designed to inform employees on how to maximize retirement income streams. His product development expertise also drove a project that built an industry-first product that is currently being used by thousands of financial professionals across the country to provide retirement income stability to their clients.

Eric is an Educator for the of Ohio Operations of the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country. He provides countless workshops to his community in an effort to reduce financial illiteracy. Eric is also the co-host of The Financial Insider radio program, aimed to increase awareness on a broad array of industry-related topics.

Eric currently holds a Bachelor of Science in Business Administration from the prestigious Fisher College of Business, with a major in finance, from The Ohio State University, as well as a Master of Business Administration from Ashland University. Eric is also actively pursuing the Certified Public Accountant designation. Eric and his wife, Margo, have two handsome sons, Manny and Luke. Eric enjoys volunteering at his church, playing golf, boating, fishing, motorcycling and coaching his kids’ sports teams.

For nearly 20 years, Mark has been a leader in the financial services industry providing retirement income services to families and businesses throughout the Midwest. His extensive academic study focuses on retirement income planning strategies for baby boomers, which ultimately lead to the creation of a software package designed to maximize retirement income streams.

He is also the co-founder of a financial services partnership formed to study and find strategies to combat the low levels of retirement income sources for the current generation of workers. His work and expertise guided a project that produced an industry-first product strategy that is currently being used by thousands of financial professionals across the country to provide retirement income stability for their clients.

As the Director of Ohio Operations for the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country, Mark is passionate about improving retirement income literacy. He is a frequent speaker to groups of all sizes of and co-hosts a radio program aimed to increase awareness on a broad array of industry-related topics.

He is a graduate of the Max M. Fisher College of Business at The Ohio State University and lives in Columbus with his wife and three wonderful children.