Eric Holt was born and raised in New York, where he built a successful career managing large accounts as a project manager. But after years in the fast-paced corporate world, he realized the work didn’t match his values. When life took an unexpected turn, Eric stepped away to care full-time for his special needs child. That experience shifted everything. It deepened his purpose and helped him discover a new direction—one centered around service, family, and making a real impact.

When Eric returned to the workforce, he found a home in financial education. He quickly saw how powerful it is to understand money—and how many people are held back by confusion or stress around it. With his background in planning and problem-solving, Eric makes financial concepts feel simple and manageable. He helps people build clear strategies so they can grow wealth, protect their families, and feel in control of their future.

Meeting Eric feels calm and reassuring. He listens fully, speaks with care, and creates a space where people feel respected. His faith and honesty guide the way he serves others. More than anything, he believes financial security helps people live life on their own terms—and he’s here to help them get there.