Experience

Sooner Business Advisors

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Founder, Owner

  • Jun 2022 - Present

  Unites States, Canada Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking to protect and grow what you’ve built, our team is uniquely equipped to simplify, customize and execute a roadmap to fulfill your vision. We work with owners to execute the Value Acceleration Methodology. The Value Acceleration Methodology is the stress-tested framework that helps owners to achieve an exit lifestyle regardless of whether or not they ever sell their… Show more Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking to protect and grow what you’ve built, our team is uniquely equipped to simplify, customize and execute a roadmap to fulfill your vision. We work with owners to execute the Value Acceleration Methodology. The Value Acceleration Methodology is the stress-tested framework that helps owners to achieve an exit lifestyle regardless of whether or not they ever sell their business in all 3 legs of the stool: Personal, business and financial. **In addition to offering business coaching and goal setting services through Sooner Business Advisors, I am also licensed and registered to offer and sell securities and investment advisory products and services through MML Investors Services LLC (“MML”), a registered broker-dealer and investment advisor, and insurance products through Massachusetts Mutual Life Insurance Company (“MassMutual”) and other companies. I am also affiliated with Commonwealth Financial Group. MML, MassMutual and Commonwealth Financial Group are not affiliated with nor endorse in any way the services or products provided by Sooner Business Advisors. Your decision to purchase or not purchase products or services offered by my business coaching and goal setting services does not affect in any way the availability, substance, or cost of the products or services I may offer you in my capacity as a representative of MML, MassMutual or Commonwealth Financial Group, nor does your decision to purchase products or services offered by or through MML, MassMutual and Commonwealth Financial Group, affect in any way the availability, substance, or cost of any product or service offered through Sooner Business Advisors. Show less



Commonwealth Financial Group

• 1 - 100 Employee

• Financial Planner

  • Jul 2018 - Aug 2023

  Bedford, New Hampshire With over a decade of experience in the financial services industry, Eric has held roles in banking, insurance, wealth management, business planning, and integrated personal financial planning. Eric has been privileged to work with a diverse landscape of clients, including professional athletes, individual entrepreneurs & their families, real estate development teams, closely held businesses, equity compensated employees and more. Thoughtful planning requires a skilled orchestration of… Show more With over a decade of experience in the financial services industry, Eric has held roles in banking, insurance, wealth management, business planning, and integrated personal financial planning. Eric has been privileged to work with a diverse landscape of clients, including professional athletes, individual entrepreneurs & their families, real estate development teams, closely held businesses, equity compensated employees and more. Thoughtful planning requires a skilled orchestration of the big picture, understanding how all the pieces of one’s financial life work together to become greater than the sum of their parts. This framework targets complete optimization of one’s economic potential: it is the stress-tested logic that integrates both financial and non-financial pressures, ultimately creating the greatest flexibility and quality of choices for you. Eric believes in a custom approach rooted in teaching, allowing you to metabolize the principles and take empowered action in ways that fit for you. This often includes a coordination between Eric and other advisors you already have – immediate and extended family members, CPAs, attorneys, brokers, consultants, private wealth managers, bankers, and others – to eliminate unnecessary complexity, redundancy, and gaps left unaddressed. Clients appreciate Eric's skill in bringing the best out of their team to simplify, protect, and improve their outcomes. I am licensed to sell insurance in: New Hampshire, Massachusetts, and Maine and securities in: New Hampshire and Massachusetts. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 43 Constitution Drive, Suite 201, Bedford NH 03110. Show less



American National

• Insurance Agent

  • Apr 2017 - Jul 2018

  Manchester, New Hampshire I provide professional, consultative insurance services for both personal and commercial clients. Personal services include: Life insurance (term and permanent, market driven and non-market driven) Home insurance Auto insurance RV and Boat insurance Benefits XPress services for employer benefits packages Agricultural insurance Personal Umbrella Commercial services include: Business owners policies Commercial Property and Liability Commercial… Show more I provide professional, consultative insurance services for both personal and commercial clients. Personal services include: Life insurance (term and permanent, market driven and non-market driven) Home insurance Auto insurance RV and Boat insurance Benefits XPress services for employer benefits packages Agricultural insurance Personal Umbrella Commercial services include: Business owners policies Commercial Property and Liability Commercial Auto Commercial life (funding buy-sell agreements, cross-purchase policies) Commercial Umbrella Policies are serviced from my office in Manchester, NH. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Workplace Planning and Guidance Consultant II

  • 2015 - Mar 2017

  Merrimack, NH • Generating results: Two-time Standard of Excellence award winner, consistently among the top numbers producers in job classification • Client-first approach in adherence to FINRA suitability standards and Know Your Customer guidelines, resulting in a career customer experience index score of 93 • Provide educational guidance including portfolio reviews, retirement income planning, fixed products, tax efficient withdrawal strategies, legacy planning, debt management, and college planning

• Financial Associate I, Tax Exempt Market Representative

  • Jul 2013 - Apr 2015

  Merrimack, NH • Provided quality customer service in a fast paced inbound call center, with a customer experience index score of 95; Uncovering opportunities to generate leads to the sales group from all call types. • Extensive cross-product knowledge of 401k, 403b, 401a, 457b governmental plans and 457b non-qualified



Digital Federal Credit Union

• United States
• Banking
• 700 & Above Employee

• Member Service Representative

  • Oct 2011 - Jun 2013

  Merrimack, NH • Sales through relationship management and cross product referrals; developed customized financial solutions tailored to each client • Youngest employee to reach the role of member service representative in DCU • Number one salesperson for auto financing and new credit union memberships in the branch • Manager appointed auto finance branch coach responsible for developing teammates’ sales acumen • Fully trained in Equifax, Experian and TransUnion credit analysis



The Men's Wearhouse, Inc

• Customer Sales Associate

  • Apr 2011 - Feb 2012

  Nashua, New Hampshire Retail sales for menswear including suits, ties, accessories, shoes, and casual.



Canobie Lake Park

• Entertainment Providers
• 1 - 100 Employee

• Games Attendant

  • Sep 2009 - Aug 2011

  Responsible for maintennance of game machines and providing excellent customer experience.



A.C.E. Mobile Detailing Services

• Owner, Marketing Director & Product Manager

  • Jul 2009 - Aug 2011

  Hudson, NH Owned and operated a mobile auto detailing service business. Services included: ~Interior power vacuuming ~Interior spot stain treatment ~Interior upholstery deodorizing ~Interior vinyl, leather, & plastic cleaning ~Interior vinyl & leather conditioning ~Interior vinyl & leather Pearl gloss polishing ~Interior mats cleaning ~Dashboard cleaning, polishing ~Cupholder & pocket cleaning ~Window cleaning ~Door jams/Door wells ~Exterior shampoo, featuring… Show more Owned and operated a mobile auto detailing service business. Services included: ~Interior power vacuuming ~Interior spot stain treatment ~Interior upholstery deodorizing ~Interior vinyl, leather, & plastic cleaning ~Interior vinyl & leather conditioning ~Interior vinyl & leather Pearl gloss polishing ~Interior mats cleaning ~Dashboard cleaning, polishing ~Cupholder & pocket cleaning ~Window cleaning ~Door jams/Door wells ~Exterior shampoo, featuring specialized grease-cutting soap concentrate ~Exterior powerwash ~Exterior bug, silicone, oil, and grime removal ~Exterior waxing with premium Carnuba wet wax and microfiber buffers for radiant shine ~Tire dressing ~Wheel & Chrome brightening & polishing ~Clear coat scratch sealant Responsibilities as owner included: ~Hiring of employees and directing ongoing functions ~Marketing: Developed and successfully implemented an advertising campaign ~Established work flow processes/procedures ~Conducted a successful transition of the company's assets ~Performed training for all employees ~Managed inventory and company purchases Show less



Methuen Elections

• Campaign Manager

  • Aug 2010 - Oct 2010

  Methuen, MA Second time managing an election campaign for a candidate running for Central District Councilor in the city of Methuen, MA. Responsibilities included developing marketing strategy, public relations, the creation and production of literature, and coordinating outreach efforts.

• Campaign manager

  • Aug 2009 - Oct 2009

  Managed an election campaign for a candidate running for Central District Councilor in the city of Methuen, MA. Responsibilities included developing marketing strategy, public relations, the creation and production of literature, and coordinating outreach efforts.