Eric and Dave

We specialize in portfolio management for individuals, families and businesses, retirement plan design and implementation, business and personal succession strategy, insurance planning, and charitable giving.

A partial list of accounts and investment products we offer:

Individual Retirement Accounts

  • Rollover
  • Traditional
  • Roth
  • SEP

Individual Investment Accounts

  • Joint
  • Single
  • Trusts
  • Corporate
  • UTMA/Custodial

Corporate Retirement Plans

  • 401k
  • Profit Sharing
  • Pension
  • Deferred Compensation

Publically Traded Investments

  • Stocks
  • Municipal, Government and Corporate Bonds
  • CD’s
  • Exchange Traded Funds
  • Mutual Funds

Non-publically Traded Investments

  • REITS’s
  • BDC’s


  • Variable
  • Fixed
  • Immediate


  • Life
  • Disability
  • Long Term Care
  • Funeral Trusts

Consumer Information

Securities and Advisory Services offered through Woodbury Financial Services, Inc. (WFS), member FINRA, SIPC, a Registered Investment Advisor. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.  Neither WFS nor its representatives or employees provide legal or tax advice.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in following states: AZ, CA, CO, FL, IL, IN, KS, MI, MN, MO, NC, NV, OR, VA, WI.


CFP LogoCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Compensation equals fees and commissions.