Eric Schneider

With a degree in Business Management and a specialization in Accounting, Eric is definitely a “numbers guy.” He originally pursued his passion for finance with a role as a stock broker, but found it challenging as many of his clients did not have guidance with their accounts and Eric was not permitted to give them advice. With a goal in mind to help people, Eric started the track to financial planning.

Eric is responsible for any care needs that our clients may have, from answering questions on existing products to collecting data for financial plans. Eric is patient, easy-going, and hard-working. Our clients can feel assured knowing that any request they bring forward will be met with Eric’s friendly and determined personality on the other end of the line.

Eric enjoys fun competition in his free time. He loves playing sports, cards, boardgames, video games, and chess with his wife, Amy, and their three children, Kyle, Quinn, and Zoe. He loves strategy and overcoming challenges both in the office and in his hobbies!

Eric is insurance licensed in the following states: CO.