With more than 17 years’ industry experience, Eric Fritz began his career in 2003 by starting his own business in real estate development and property management. Always having a passion for investments, he quickly coupled that experience with a career in the advisory world. In 2006, Eric started working with clients to facilitate a comprehensive approach to investment and financial management. In 2009, he spent the next 9 years mastering his craft of the markets and asset management; growing AUM from $8 million to $158 million, in just 8 years. Afterwards, Eric transferred that knowledge to private practice, where he helped oversee a book of business of $650 million. Currently, Eric continues to oversee the asset management of his clients, while helping grow and develop a general agency with the companies of OneAmerica®. He does so by providing sound, objective financial advice in the areas of asset management, protection, tax, retirement and legacy planning. Committed and loyal to his clients, Eric is dedicated to his own personal development and education, in order to stay current with all his clients’ evolving needs and financial goals.
In his spare time, Eric finds himself engaged in family activities and recreational sports. As an avid Harley Davidson owner, he enjoys the occasional motorcycle ride. With a background in real estate development, he also partakes in many DYI projects around his home.
Whether your goal is to maximize your investment experience, secure your family’s future, or protect against intolerable risks, he can help you understand everything you have and don’t have, why you have it, and what it means to your financial future. Please feel free to reach out to him.