Our Associates

With over two decades of experience in the financial services industry, Eric helps successful individuals, affluent families, trusts, and charitable organizations develop and implement both short and long-term investment strategies tailored to their goals and priorities.

As a Financial Advisor at Wells Fargo Advisors, he and his strategic partners take a multigenerational approach to wealth management, helping client families for decades to help ensure their short-term, long-term, and legacy goals are addressed, planned for, and adjusted for along the way.

Eric makes sure to take the time to develop a deep understanding of his clients’ goals and objectives. He strives to simplify his clients’ lives, so they have the time to spend focusing on what’s most important to them and their families.

Eric began his career in financial services in 2000. Before joining Wells Fargo Advisors in 2022, Eric spent 11 years as a Vice President for U.S. Bancorp Investments. His earlier experience includes Financial Advisor positions with WAMU Investments and Chase Investments.

He holds a bachelor’s degree in Business Administration with a concentration in Finance from California State University, Northridge. Eric is also a CERTIFIED FINANCIAL PLANNER™ professional, a designation that required him to complete extensive education, pass rigorous exams, and meet strict ethical and professional standards set by the CFP® Board.

Active in his local community, Eric participates in several civic and charitable organizations. He and his wife, Joanna, reside in Simi Valley with their three children Grace, Ella, and Jackson. Together, they enjoy spending time outdoors at the lake, camping, and traveling to new destinations with friends and family.

Background and Experience

Joanna began her career in financial services in 1994. In 2007, she became a CERTIFIED FINANCIAL PLANNER™ practitioner. This certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP® Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® certificates also agree to meet ongoing continuing education requirements.

Joanna seeks first to understand her clients’ current situation, concerns, risk tolerance, and financial priorities. She then uses this information to formulate an investment strategy and begins the development of a comprehensive investment plan. Joanna keeps in regular contact and meets with clients to review plans for adjustment with any major life and circumstance changes.

Away from the Office

Originally from the East coast, Joanna and her husband, Eric, reside in Simi Valley. They have three children, Grace, Ella and Jackson. Spending time with their family is the top priority for Joanna and Eric.

Their children are actively involved in surfing, wake boarding and desert motor sports. Two additions to the family are Zander and Roxy, their playful Maltese and Labrador puppies.

Joanna is an avid promoter for good health. She juices to always have mean green juice handy and works out on the Peloton regularly. When she’s not exercising, Joanna enjoys gardening and cooking with her husband.

Sugra is a Client Associate at Wells Fargo Advisors, based in Encino, California. She oversees day-to-day operations while providing excellent support and service.

With over 21 years with Wells Fargo & Company, she has over 18 years of experience in consumer & business banking with Wells Fargo Bank, N.A. and 3 years in wealth management with Wells Fargo Advisors. Sugra has supported high-net worth clients and brokerage teams with precision and care.

She is known for her attention to detail, strong communication skills, and ability to streamline client onboarding processes.

Sugra holds a Bachelor of Science degree in Business Management from California State University Sacramento. She has since obtained her FINRA Series 7 registration.

In her spare time, Sugra enjoys cooking, volunteering with youth, and spending time with family and friends.