Eric A. Hopler, AAMS, CFP

First Vice President - Investment Officer

Bringing Confidence to Your Investment Planning

My goal is to help you take a proactive approach to your personal financial situation. I am dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.

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2025 Midyear Outlook: Opportunities amid uneven terrain

Wells Fargo Investment Institute shares potential investment opportunities and risks for 2025’s second half and beyond.

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News and Insights

Consider these tax-smart moves

Learn about tax-smart strategies to consider before year-end to make the most out of your money

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Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

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Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

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