About
Eric brings nearly 30 years of experience in the financial services industry to his role as Senior Vice President, Financial Advisor at Wealth Enhancement Group.
Eric has maintained a close working relationship with The Equius Team for nearly 20 years, including serving as an Equius Partners employee from 2009 through 2011. In 2012, Eric returned to Oklahoma City for family reasons and established Servo Wealth Management. Eric led Servo from 2012 through 2026 before deciding to reunite with his colleagues on The Equius Team to combine resources and expand the services and support available to clients.
Eric lives in Edmond, Oklahoma, with his wife, Caroline, two children, Tyler and Payton, and Caroline’s two children, Braxton and Charlee. Three family dogs also roam the house as well. When not advising clients, writing, or communicating about investing for Wealth Enhancement Group, Eric enjoys vacations with his family and coaching his son’s AAU basketball teams.
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation