Our Team

Eric focuses on wealth building strategies for the complex issues facing the high-net-worth market place. Eric graduated from the University of Toledo with a B.S. in Management with a Concentration in Finance. He has since completed and holds the Certified Investment Management Analyst® (CIMA®) designation awarded by Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania.

Over the years, Eric has been an active volunteer for Junior Achievement, the United Way, Susan G Komen Breast Cancer Foundation, the Duke Cancer Center, Warrior for Life fund, The Jackson Weis Foundation, Toys for Tots, The Foodbank and Guys doing Good. Eric and his other half Kris reside in Virginia Beach, Virginia and have 7 children between them.

Melissa entered the financial services industry in 1989. During her career, she has spent time with Dean Witter Reynolds, Raymond James, Ameriprise and has currently been with Oppenheimer & Co. Inc. since January of 2019. Melissa is fully registered and holds her series 7, 9, 10 and 66 licenses.

On a personal note, while not a Hampton Roads native, she has lived in the area since 1987. Melissa was born and raised in the southwestern part of Virginia where she still has family members today. Whenever she gets a chance, Melissa goes back there to visit family and friends who she still maintains relationships with.

Melissa and her 2 daughters, Kaitlin and Megan, reside in Virginia Beach. In their free time, they all love going to Busch Gardens, Water Country USA and Sandbridge beach on weekends in the summer. They also enjoy quiet time at home having family game nights.