Eric is an experienced CERTIFIED FINANCIAL PLANNER™ professional, with over 11 years of direct experience advising clients on financial matters. Driven by integrity and teamwork, he’s passionate about helping clients sort through the clutter and complexity of their financial lives to gain clarity on what is required to achieve their financial goals.
As a Partner and Founding Member of Concentric Wealth Partners, his goal is to develop and implement optimal financial solutions for clients and to ensure that they stay on track as their life and situation changes over time. In addition to holding the CFP® certification, Eric has earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College, acquiring a comprehensive understanding of holistic financial planning.
Eric has a BA in Leadership Studies from the University of Richmond. When he isn’t guiding clients through their financial planning strategies, Eric can be found hiking in the Blue Ridge Mountains with his wife, Whitney, and children, George and Lola, or enjoying Virginia’s many craft breweries and wineries.
Chris is an experienced CERTIFIED FINANCIAL PLANNER™ professional, with over 12 years of direct experience advising clients on financial matters. Driven by integrity and hard work, he takes pride in helping clients arrive at optimal retirement planning strategies based on their specific situation.
As a Partner and Founding Member of Concentric Wealth Partners, his goal is to help clients pull the interrelated pieces of their financial life together into a central strategy that puts them on track for their specific financial goals. In addition to holding the CFP® certification, Chris has earned the Retirement Income Certified Professional (RICP®) and Chartered Life Underwriter (CLU®) designations from The American College, securing a comprehensive understanding of holistic financial planning.
Chris has a BA in Marketing from Virginia Tech. When he isn’t guiding clients through their financial planning strategies, Chris can be found with his wife, Lindsay, and children, Carson and Kinsley, on the Rappahannock River or cheering on the VT Hokies.
Kendall is an experienced insurance client service professional and joined Concentric Wealth Partners in 2016 after serving in a similar role for a personal lines insurance agency. Driven by integrity and responsibility, she brings an unmatched attention to detail guiding our clients through the insurance underwriting process.
As the Marketing & Client Service Associate for Concentric Wealth, her goal is to provide a smooth, seamless process for clients going through insurance underwriting and to assist clients with any insurance-related service needs.
Kendall has degrees in Management and Hospitality/Tourism Management from Virginia Tech. Outside of her time supporting our clients, Kendall enjoys antique shopping, camping, or any other number of adventures with her husband, Brett, and adorable son, Tucker.
Taylor is an experienced Financial Planning Associate, joining Concentric Wealth Partners after serving in a similar capacity at another local financial planning firm. Driven by optimism and the golden rule, he takes pride in providing a world-class client onboarding experience at Concentric Wealth.
As a Financial Planning Associate, his goal is to help steward clients along the pathway of their financial plan to turn complex financial situations into streamlined, simplified solutions.
Taylor has a BA in Economics and History from Hampden-Sydney College. When he isn’t busy serving our clients, you can find Taylor running through the city with his rescued White German Shepherd (Benny), mountain biking, or enjoying the vast craft brewery and restaurant scene in RVA.
Cole is passionate about helping our clients maintain peace of mind when it comes to their investment assets. Driven by dedication and a commitment to helping others, he supports the Concentric Wealth team with portfolio analysis and investment account servicing as the Investment Operations Coordinator.
Cole has a BA in Economics from James Madison University and previously worked in Northwestern Mutual’s investment operations department before joining Concentric Wealth Partners. Outside of the office, Cole can be found at one of the area’s many live music venues, hiking, or cheering on his Washington Redskins.