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About
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
Eric Thomas Johnson, CFP
Senior Vice President – Investments
Focus
As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and working to achieve their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.
Background and Experience
I worked for four years with Morgan Stanley Smith Barney, before joining Wells Fargo Advisors. My experience also includes positions with Citigroup Global Markets and One America Securities. I hold a Master’s degree in Business Administration (MBA) from the University of Houston and a Bachelor’s Degree in Business Administration from Colorado State University. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College for Financial Planning. For the CFP® certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Planning for Retirement
Whether you’re an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit, I can help you navigate the complex choices available to you. I offer assistance with a full array of retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
Away from the Office
Outside of work, I am active in the local community, participating in school and community activities. In addition to spending time with my family, I enjoy the outdoors, golfing, running and coaching. I reside in Cypress, Texas, with my two children.
About Wells Fargo Advisors
Wells Fargo Advisors, which traces its roots to 1879, grew through mergers with highly respected regional and national firms. It is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and highly respected financial institutions.
As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and working to achieve their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.
Background and Experience
I worked for four years with Morgan Stanley Smith Barney, before joining Wells Fargo Advisors. My experience also includes positions with Citigroup Global Markets and One America Securities. I hold a Master’s degree in Business Administration (MBA) from the University of Houston and a Bachelor’s Degree in Business Administration from Colorado State University. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College for Financial Planning. For the CFP® certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Planning for Retirement
Whether you’re an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit, I can help you navigate the complex choices available to you. I offer assistance with a full array of retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
Away from the Office
Outside of work, I am active in the local community, participating in school and community activities. In addition to spending time with my family, I enjoy the outdoors, golfing, running and coaching. I reside in Cypress, Texas, with my two children.
About Wells Fargo Advisors
Wells Fargo Advisors, which traces its roots to 1879, grew through mergers with highly respected regional and national firms. It is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and highly respected financial institutions.
Sylvia G. Sanchez
Senior Registered Client AssociateWith more than 20 years of financial services experience, Sylvia strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering questions regarding statements.
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.