Eric is the Founder and President of Coastal Wealth Management as well as a founding partner of Headland Capital, our RIA. He has been in the securities industry since 1993 and currently holds his Series 7 and 24, & 63 with LPL Financial and 65 with Headland Capital, LLC. After a 20-year career managing local operations for a Fortune 100 Company, he decided to branch out on his own and further align his clients’ needs with opportunities offered within the independent financial planning world. In doing so, he founded Coastal Wealth Management where he could incorporate his core philosophies centered around transparent communication, financial stewardship, and leading a life of significance through one's faith.
EDUCATION & PHILANTHROPY
Eric graduated from the College of Charleston in 1993 and currently serves as a Director on the Foundation Board for the College as well as the Executive Committee for the School of Business Board of Governors. He and his wife live in Mount Pleasant SC along with their three children. His outside interests include coaching youth basketball while also enjoying boating, fishing, and traveling. One of his top priorities is to continue giving back to charities around the community particularly those whose focus center around children and faith.