,CFP®, CFA®
Eric works with a wide range of clients to help them navigate financial decisions with clarity and confidence and has a particular passion for supporting surviving spouses through life’s most difficult transitions. With a compassionate and practical approach, he helps clients gain clarity and confidence as they work toward setting and achieving meaningful financial goals. Having experienced the loss of his own father at a young age, Eric brings a personal understanding of the emotional, social, and financial challenges that come with grief. While many clients share similar hopes for the future, Eric recognizes that each situation is unique. He strives to communicate clearly, to offer thoughtful problem-solving, and to show unwavering commitment to his clients to help them navigate their financial lives with purpose.
Eric has extensive experience in the wealth management industry. Prior to joining Modera in July 2024, he was a principal at Bromfield Sneider Wealth Advisors, a boutique firm that was in business for nearly forty years.
Eric received a B.A. in economics from the University of Massachusetts and is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planners Association (FPA).
Eric lives in Sharon, MA, where he raised his children alongside his wife. He enjoys laughing with family and friends over a good meal. He is a fan of all Boston sports teams, especially the Patriots, and has been a loyal season ticket holder for over 30 years.
What do you value most in your client relationships?
Clients place their trust in me to help them turn their aspirations and dreams into attainable goals. I get a lot of satisfaction and joy when I help them make informed financial decisions to help them achieve those goals. I most especially value the personal relationships that have lasted for years. Although many clients have similar goals, no two situations are the same. Helping clients prioritize and achieve their financial goals is a rewarding experience.
How do you feel you help to create impact for clients?
I love to solve problems whether they are client related or otherwise. I view each client’s specific situation as a puzzle. I encourage clients to think outside the box when making financial decisions, to consider outcomes, and to base their decisions on what is important to them.
When you retire you’re going to…?
I am not even close to thinking about retirement because I find so much joy working with my clients. However, when that time comes, I expect to do much of the same – spend time with family and friends, enjoy good meals, and laugh a lot. I would also like to explore places I have yet to visit both domestically and internationally.
Where did you grow up? Where do you live now?
I grew up in Stoughton, Massachusetts. After getting married, my wife Terri and I moved to Sharon, Massachusetts in 1995 where we raised our two children, Gillian and Adam.
Certified Financial Planner®, Chartered Financial Analyst®
University of Massachusetts
B.A., economics
Volunteer parade clown to support Shriners Hospitals for Children burn research
