In addition to Eric’s expertise in working with small and medium sized for profit businesses, he is also a valuable member of the firm’s estate and trust team. Eric prepares the necessary federal and state tax filings for estates as well as many different kinds of trusts. He is a member of the Washington DC Estate Planning Council as well as the Frederick (MD) Estate Planning Council. Eric also assists individuals with their tax planning and tax returns. Also, Eric was promoted to Senior Tax Manager as of July 1, 2018.
Eric is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. In addition to these professional associations, Eric is active in the local community. For many years, Eric served on the Board of Directors (and in each instance, as the Board’s Treasurer) for the following organizations: Habitat for Humanity of Frederick County, Ivymount Outreach Programs, and the Ivymount School, Inc. Eric currently serves as a member of the Celebrate Frederick Board of Directors.
Eric earned his bachelor’s degree in accounting from Mount Saint Mary’s University in 2002 with summa cum laude honors. He was also recognized by the School of Business as the highest ranking accounting major for that year’s graduating class. Upon completion of his undergraduate degree, he also completed his MBA from Mount Saint Mary’s University and then passed the CPA exam shortly thereafter. Eric lives in Frederick, Maryland and in his spare time enjoys spending time with his wife and young son, Rees.