Eric is the Founder, President and CEO of Vision Wealth Strategies LLC, a privately held independent insurance and financial services firm based in Westborough, MA. His 16 plus years of experience have led him to develop a company focused on a unique team approach of proactively servicing clients most basic and sophisticated financial needs. Eric’s vision has led to a purpose of helping people protect, accumulate, enjoy and distribute their wealth.
Eric has strategically aligned the firm with some of the strongest professional resources in the financial service industry in an effort to provide the firm’s clients with access to a robust team and services. A few of his accomplishments and associations include: Lifetime member of the Million Dollar Round Table3, 2015 Court of the Table qualifier, 2015 qualifier of the New York Life Chairman’s Council, Lifetime member of CLTC, National Association of Insurance and Financial Advisors, Worcester Business and Estate Planning Council.
Eric and his team focus their efforts on proactive wealth planning1 with an emphasis on retirement planning, estate/distribution planning, risk management, asset/portfolio management1, business succession planning and employee/executive benefits.
Beyond Eric’s passion of building his company, he strives to live a balanced life with focus on family/friends, his relationship, health and giving back to the community. The values that reflect his personality are that of trust, compassion and integrity. He resides in Arlington, MA and actively participates in the sport of CrossFit. He enjoys playing soccer and golf and continues to challenge himself by entering competitions and competing in races such as the Boston Marathon.