Eric started in the industry in 2007, being one of the first to earn the Certified Kingdom Advisors designation (CKA) in the state of Idaho and the first in the Boise metro area. Eric believes that we all go to the school of life, some of us pay more tuition than others.
Eric continually strives to help people make smart decisions and since financial success brings responsibility and concerns of managing and preserving it, he helps clients address their five biggest concerns: preserving their wealth, reducing taxes, taking care of their heirs, estate planning strategies and charitable giving.
Eric starts client relationships having a conversation about, “What is important about money to you?” A simple question many have never thought about. This conversation is the foundation he builds everything on and he believes it is about people, not products.
Eric understands that you have worked hard to get where you are today, and he is dedicated to helping you make smart choices with your money. He facilitates this by including in his services the “DisciplinedIQ” approach to managing investments. This is a flexible and transparent investment process that seeks to help maintain the balance between an investor’s investment objectives and the dynamics required in managing investment portfolios. It redefines the traditional “buy and hold” philosophy. For a more detailed explanation, please visit www.disciplinediq.com. It is important to note that no strategy assures success or protects against loss.
Many investors are surprised to learn they are profiting from and supporting immoral activities such as abortion, pornography, and human trafficking within their investment portfolios. At Inspire Advisors, we help you invest in some of the most inspiring, positive, biblically-aligned companies in the world without sacrificing return potential.
Excellence in investing is one of our core values. Our team of Ph.D.'s and CFAs build rigorously designed portfolios based on peer-reviewed, academic research to address a wide range of investment objectives. Our proprietary Inspire Impact Score Methodology is trusted by investors around the world to provide a reliable, scientific approach to constructing quality portfolios that support biblical values.
At Inspire Advisors, your portfolio can make a tangible impact in three ways: (1) influencing Wall Street by supporting good companies and selling bad ones; (2) providing a powerful voice to corporate America on behalf of biblical values through Inspire's shareholder engagement efforts; and, (3) through Inspire Investing's Give50 program, which donates 50% or more of their corporate net profits to Christian ministries.