A Wealth of Experience
Eric joined Baird in 2017 and has partnered with Jon Bowker and Vanessa Day to form The Bowker & Jones Group; a team with over 30 years of experience in providing trusted guidance to clients. Prior to joining Baird, Eric spent 12 years consulting in the nuclear power industry at TransWare Enterprises Inc. During his tenure, he worked with clients around the world to achieve cost-effective and tailored solutions to mission critical problems. Here at Baird, Eric’s objective is to use this expertise to create a practical, disciplined investment approach for his clients so that they can achieve financial security.
As an advisor, Eric seeks to build strong, personal relationships with his clients and to be responsive to their unique financial needs. He believes that trust and long-term success are attained through a shared fundamental understanding of a client’s investment strategy, risk tolerance, and financial goals.
Committed to the Community
Recognized for his ability to solve complex problems, Eric was solicited by community leaders in 2013 to join the Board of Education for the Sycamore Community Unit School District #427 and is currently serving his second term. His commitment to the community and local causes led him to join the Rotary Club of Sycamore, where he presided as club president for the 2017/2018 term.
Eric graduated from California Polytechnic State University with degrees in physics and kinesiology. He currently resides in Sycamore with his wife, Michelle, and their two sons, Liam and Evan. In addition to spending time with his family, he enjoys coaching and playing soccer, being involved in his community, and exploring new whiskeys.
Why Baird?
Eric is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP®® Board's initial and ongoing certification requirement.