Eric brings an uncommon combination to Trajan Wealth: deep knowledge of federal benefits paired with private wealth management experience. He spent more than fifteen years with the Social Security Administration, serving as a Claims Technical Expert who helped individuals and families navigate complex retirement, disability, survivor, and Medicare programs. That background gives him a practical understanding of how federal benefits fit into a broader retirement picture, and it shapes how he guides clients through the financial decisions that matter most to them.
As a Fiduciary Advisor, Eric partners with clients to build personalized financial strategies centered on retirement planning, investment management, and long-term wealth preservation. He is committed to lasting relationships built on clear communication, dependable service, and a client-first approach. Eric earned his bachelor’s degree in Economics from South Dakota State University, and his blend of government benefits expertise and wealth management experience allows him to offer comprehensive guidance that helps individuals and families pursue their long-term goals with confidence.
Eric's Hometown
St. James, MN
Favorite Food
Sushi
Favorite Hobbies
Vacationing with family
Quote
“Always deliver more than expected.”~ Larry Page
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