Eric is the Founder and President of Vision Wealth Strategies, LLC, an independent financial services firm based in Westborough, MA. With more than 25 years of experience, he built the firm on a collaborative, team-based approach that proactively addresses both basic and sophisticated client needs. Eric’s purpose is to help individuals, families, and businesses crystallize their vision, optimize their wealth, and pursue a life of prosperity.
Eric has aligned the firm with strong strategic partners to give clients access to a comprehensive team and expanded services. He has been recognized as a Five Star Wealth Manager and is affiliated with several industry organizations that connect him with like-minded peers who share his commitment to building a service-focused business.
Eric lives in Arlington, MA with his wife, Ashley, and their children, Grace and Max. He values trust, compassion, and integrity, and pursues a balanced life through family, fitness, community service, and endurance events, including multiple Boston Marathons.