Serving Individuals
Eric began his career in the financial services industry in 2015. Previously, Eric was a branch manager at Park Bank focused on providing top-tier client service. In March 2021, Eric joined Isthmus Partners as a Client Services Administrator. Eric’s primary responsibilities include providing exceptional service to the firm’s clients, monitoring client accounts and new relationship onboarding. Eric graduated from the University of Wisconsin - La Crosse, having earned a bachelor's degree with a double major in Finance and Economics.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Registration with the SEC or state regulatory authority does not imply a certain level of skill or expertise.
Additional information about Isthmus Partners, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.
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