Director of Financial Planning & Risk Management
Eric provides thorough and innovative planning solutions for Heritage Financial clients. His expertise ranges from meticulous analytics for cash flow sustainability to complex estate planning techniques for business owners and wealthy families. Eric earned an MBA from the Tepper School at Carnegie Mellon University and a Bachelor degree in Mechanical Engineering from the Georgia Institute of Technology. He served as an officer in the Naval Nuclear Submarine force. He holds the following designations: Series 7, Certified Financial Planner, Certified Trust and Financial Advisor, Accredited Estate Planner, and Chartered Life Underwriter. He lives in Hunt Valley, MD with his wife and three children.
Education AND CERTIFICATIONS
- Carnegie Melon University – MBA Finance and Operations
- Georgia Institute of Technology – BME Mechanical Engineering
- Series 7
- Certified Financial Planner
- Certified Trust and Financial Advisor
- Accredited Estate Planner
- Chartered Life Underwriter
MEET THE TEAM MEMBER: Eric Wyss