Eric joined the Kowalski team in 2019 after 12 years with Ameriprise Financial. Eric graduated from the University of Kansas studying Business & Finance and is a CFA Charterholder. Eric served various roles at Ameriprise from investment manager oversight of the firm's $96 billion insurance subsidiary to managing client portfolios and investment strategy for an established Private Wealth Advisory team practice in West Des Moines, IA. Eric oversees the investment management and due diligence for Kowalski Financial, working closely with Marc to ensure that client investment portfolios align with their goals and risk tolerance. In his free time time Eric enjoys tennis, golf, spending time with his nephews and coaching youth baseball and basketball.
"There are so many opinions and complexities in today’s financial world that I am very appreciative that our clients trust us with helping them through it all. It is a responsibility we do not take lightly; we treat our clients’ money decisions like we do our own. Our clients let us into their families and personal decisions, that’s what excites me about coming into the office and providing great advice. I’m grateful to do this on a team that challenges me and shares high expectations."