Broker Check

Welcome! We’re so glad you’re here. I wanted to share my story with you and share some exciting news with you.

In 1992, I decided to make my passion for helping people my career. I chose to enter the financial services field. Starting with a large insurance and securities firm to learn the ropes, my initial experience taught me that my clients needed more, so in 1994, I opened an independent office and put my faith and commitment into daily practice. I earned my CFP® designation in January 1999 and became a Certified Wealth Strategist® Professional (CWS®) in 2008.

For over 30 years, I have thoroughly enjoyed the opportunity to help people learn how to save and invest for their family’s future and their retirement.

And now, I want to share with you that Sue and I are planning for our retirement. After a great deal of thought, deliberation, and due diligence, I found a way that benefits you and allows us to retire in 2024, confidently knowing that you will be in good hands.

I will be transitioning my clients and practice over the course of the year and am excited to introduce you to my chosen successor, Prosperity Advisors. Prosperity is headquartered in Overland Park, KS, a Kansas City suburb and has a national reach and a strong desire to everyone live a confident life.

I am proud to introduce you to the Prosperity Advisors team you will get to know and who are looking forward to knowing you.


We have been part of the Cetera family for many years and are so honored that Eric has chosen Prosperity Advisors to continue supporting you and your plans in pursuing your financial goals.

Eric deeply cares about you, his clients and friends, and we appreciate his trust in our team to serve you. Our common affiliation with Cetera Advisors means a seamless transition, so very little will change. 

Prosperity Advisors has a deep bench of credentialed advisors who are also CERTIFIED FINANCIAL PLANNER™ professionals, all of whom are equally committed to the success of Eric’s clients. Like Eric, we put a high value on knowing each client personally and developing a trusted relationship. We are focused on helping each client define their personal financial goals and developing a plan that leads them confidently into the future. Prosperity Advisors also incorporates all elements of financial planning including retirement planning, tax planning, estate planning, insurance, college planning, and investments. In addition, we have advisors with practice specialties that include small business, military/veterans, and divorce, and more.

Prosperity Advisors also has a credentialed and experienced investment team, led by Brett Jergens, CFA, CFP®. Brett and his investment team will monitor and evaluate your managers, while providing guidance using extensive market, economic and investment research, to create growth opportunities while managing downside risk. On accounts we manage directly, our team uses a four-cornered approach of index funds, focused mutual funds, ETFs and individual stocks.

We hope you’ll take some time and look around our website now that you are here. We’d love to hear from you and look forward to partnering with you to help you live a confident life.

Click here to meet the entire Prosperity Team.

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