Impact Financial Team
Co-founded Impact Financial with the idea of providing Family Office style services to high net worth families, business owners and non-profit organizations. With over 21 years of experience, Eric provides Independent financial advice objectively toward product or service provider keeping the client’s interest in mind. Eric started his career with big banks and brokerage firms, during this time, he learned their approach to wealth management. Soon after, he desired a more personalized style of service for his clients, an objective view to your overall fiscal care. With that thinking, Eric set out to develop his own practice. Eric took a risk! By leaving Wall Street and starting a financial firm that is customer centric. Leaving behind the “targeted goals” and “hard-push” product driven world and creating a thought sharing firm that promotes you and your goals.
With a focus on his specific definition of wealth management, see our process, he provides deep rooted experience on issues as diverse as private banking, investment consulting and design, risk management, estate and tax planning and business consulting to name a few. Eric has volunteered over 10 years as a youth lacrosse coach and mentor. He is married with two sons and in his free time enjoys fitness, skiing and boating.
Hilary has been in the financial services industry for nearly 20 years. Hilary began her career at Prudential Securities obtaining her series 7, 65 and 63 licenses, which are now held through LPL Financial. She continued working as a licensed advisor while Wachovia acquired Prudential in 2003. In 2008 Hilary continued excelling in her career as a Wealth Advisor at Merrill Lynch. Five years later she became a founding partner at Impact Financial Wealth Management, LLC. In addition to Co-Founder of Impact, Hilary serves as the firm’s Branch Operations Manager.
Graduate from Wesleyan University. Enjoys exercise, being on the water and entertaining for friends and family. Hilary is a loving wife and mother of two boys and their rescue dog Stormy.