Our Team

Our Team

Eric M. McCarver, CFP®, AIF®

President & Financial Consultant

Eric is a graduate of the University of St. Thomas, where he received summa cum laude honors and a BA in economics. He has 27 years experience in the securities industry and holds his Series 7, 63, and 65 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®, as well as his life and health insurance license. Eric also attained the CERTIFIED FINANCIAL PLANNER™ certification in 2003.

The focus of Eric's practice is Financial Planning; creating, implementing, monitoring and updating the financial goals of your life.  Given investments play a large role in achieving financial goals, Eric has an emphasis on investment management.  Eric is an advocate for a Fiduciary Standard in the industry and has been utilizing a transparent fee-based pricing model since he started Private Portfolio Services in 1999.

"Personally, I will turn 49 years old this year. Tanya and I celebrated our 28th wedding anniversary last fall.  We have three young adult children - Zac, Calli and Cole (and a dog to replace the children that have moved out).  Outside of work, my hobbies include the practice of martial arts, playing the drums, hiking/backpacking and reading."