Eric Brose has served as a financial advisor for over 20 years, as a registered investment advisor, holding the series 7, 63 and 65 licenses, and insurance licensed to offer insurance solutions. His education includes an MBA in Finance and Marketing from Tulane University and BA in Political Science from George Washington University in Washington, DC.

Eric approaches his clients as a consultative advisor, seeking to develop a relationship with his clients. He takes the time to learn about his clients and their families, and asks about their needs, hopes and dreams. Gathering a holistic picture allows Eric to be able to provide more than just solutions but to serve in an advisory capacity and provide solutions that can help his clients get to where they want to be.

When not working, Eric enjoys choral singing, skiing and tennis, gardening and cooking, and his many volunteer activities.