Meet Our Principals
Eric has 14 years experience providing solutions in the financial services industry. He has represented top-tier companies including American National, JP Morgan, Chase Bank, Mass Mutual, Lincoln Financial Advisors and New York Life. As a result Eric has worked with over 30,000 individuals and their unique situations and performing the tasks associated with bettering the lives of others.
Eric grew up within a family business and eventually working in the business for 6 years has created an entrepreneurial mindset that led him the financial services industry. His experience with others has shown him that people need more from their advisors that includes a focus on efficiency of time, consistency in process and immediate transparency in all situations. That need and entrepreneurial drive led to the founding of VQ Financial, where we work to understand a clients overall situation in order to create and build their confidence to a level where they are able to make great decisions. Those decisions help lead them down the path to peace of mind, financial freedom and the ability to have a big impact on the lives of people they love and causes that they believe in.
David is a Certified Public Accountant and brings over 28 years of experience in senior business and finance roles to VQ Financial. David specializes in providing consulting services to small businesses and their owners focusing exclusively on increasing profitability and business value through contract CFO services, operating expense reduction, proactive financial and tax planning, risk management, business continuity and succession planning. To provide the best value to its clients VQ Financial is part of a national team-based network of some of the country’s best attorneys, CPA’s, financial advisors and professional subject matter experts to create a “one-stop shop” for business owners and high net worth individuals for any and all financial needs.
Prior to VQ Financial, David served as Chief Financial Officer and then President & Chief Executive Officer of Montauk Energy Holdings, a Pittsburgh based renewable energy company. David also held various senior financial positions at Duquesne Light Holdings and Interstate Hotels Corporation.
David started his career at the public accounting firm PriceWaterhouseCoopers in Charlotte, North Carolina. David is a graduate of Wake Forest University and currently lives in Pittsburgh, PA with his wife Kellie and their daughter Julia.