Eric Fox

Eric is an Associate at True Wealth Group who supports client planning with care, follow-through, and attention to detail.

He works closely with the advisory team to prepare financial plans, coordinate follow-up actions, and support a wide range of client needs including tax planning, rollovers, distributions, and technology support. Eric’s role helps ensure clients receive thoughtful, timely, and well-coordinated guidance.

Eric approaches client relationships with empathy and active listening. He believes trust is built through genuine connection and clear communication and is motivated by the peace of mind that comprehensive financial planning can provide.Eric earned his Bachelor of Business Administration with a concentration in Finance from Gonzaga University and is currently a candidate for CFP® certification.

Outside of work, he enjoys skiing, traveling, and spending time outdoors with his wife and dog. A fun fact: Eric is fluent in Spanish and spent many summers growing up visiting family in Colombia