• Dimensional Fund Advisors (DFA) Deals & Succession Conference – London, England
  • Schwab Executive Leadership Forum – Phoenix, AZ
  • Dimensional Fund Advisors (DFA) Deals & Succession Conference – Austin, TX
  • Austin Bridge Builders Alliance (ABBA) Business Leadership Series – Austin, TX
  • Insider's Forum National Conference – Austin, TX
  • National Association of Personal Financial Advisors (NAPFA) National Conference – Austin, TX
  • National Association of Personal Financial Advisors (NAPFA) Large Firm Forum – San Diego, CA
  • DeVoe & Company G2 National Forum – Miami, FL
  • American Institute of Certified Public Accountants (AICPA) Personal Financial Planning National Summit – Los Angeles, CA
  • Financial Planning Association (FPA) Dallas Fort Worth Chapter Conference – Dallas, TX
  • G2 Leadership Institute National Program Class 1 & 2 – Austin, TX
  • Schwab IMPACT National Conference – San Diego, CA
  • National Financial Partners (NFP) National Strategy Summit – Dallas, TX
  • C12 San Antonio Summit – San Antonio, TX
  • Envestnet Advisor Summit National Conference – Chicago, IL
  • Financial Planning Association (FPA) National Conference – Boston, MA
  • Fidelity Investments bSMARTer National Training – Dallas, TX
  • C12 Austin Summit – Austin, TX
  • NAPFA Genesis Webinar
  • COO Society Webinar
  • Financial Planning Magazine Webinar
{ J. Huffman  @ MANUP.org }

"Eric's wisdom and counsel helped us grow from a neighborhood  non-profit to a city wide ministry.  Not only has he been a valued ADVISOR, but most importantly he's become a trusted FRIEND."

{ Bob Veres @ Inside Information }

"Eric has confronted and overcome virtually all of the challenges that advisory firms face when they undertake the daunting task of succession planning.  I consider him an accomplished EXPERT in the field."

{ Scott Johnson @ Decision Point Financial }

"Eric's real world experience, and his ability to help us see beyond the mark, has made an immediate impact on our business.  In addition to being our MOST TRUSTED consultant, Eric has become one of our most trusted friends."

{ Kendall King @ Castle Point Wealth }

"I have great RESPECT for Eric and his leadership with growing Austin Asset to one of the leaders in our industry.  He has already helped me become a stronger leader and CEO, and I feel empowered to make better decisions on how to navigate in the future."