Our Team

 

Eric V. Sechman, AIF

Eric joined the firm in 2008 after working at a large financial services company for two years. He holds the Accredited Investment Fiduciary® (AIF®) designation and is currently working towards obtaining the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Eric believes that creating long-lasting relationships with his clients is the greatest reward being a financial planner offers.

Eric is a licensed insurance producer in MA and CT, and is a registered representative for investments in MA, NH, CT, and AL through Parkland Securities, LC, member FINRA and SIPC. Eric holds a Ph.D. in Microbiology from Northwestern University and uses the training he learned while doing research in the laboratory every day to help his clients reach their financial goals.

Eric lives in Ayer, MA with his wife Samantha and three children Samuel (off at the University of Toronto), Ronald, and Adrian. When he isn't working Eric enjoys exercising, reading, watching documentaries, and supporting his favorite soccer team Liverpool.