Eric Toepfer believes in one way to work with his clients and that is to “Serve first, last and always” (SM). Since 2017, Eric has been crafting personal financial plans for successful business owners, executives and retirees. Eric enjoys leading his clients and allowing them to make positive decisions to better their lives. Eric has been active in the Cincinnati area, volunteering his time to coach football and basketball at St. Jude parish. Eric went to Elder High School and graduated from the University of Cincinnati.
Eric resides in Cincinnati, Ohio (Green Township). He is set to marry his fiancé, Jessica, in April 2021.