Eric Wyss of Heritage Financial: “How To Survive And Thrive During A Time Of Crisis; 5 Lessons I Learned From My Military Experience”

The mantra for our decision-making process was “Action not Reaction” because immediate but blind action may compound a crisis. — Eric Wyss

In this interview series, we are exploring the subject of dealing with crisis and how to adapt and overcome. The context of this series is the physical and financial fallout that resulted from the COVID 19 pandemic. Crisis management is one characteristic that many successful leaders share in common, and in many cases, it is the most important trait necessary to survive and thrive in today’s complex market.

I had the pleasure of interviewing Eric Wyss.

Eric Wyss, MBA, CFP®, CTFA®, AEP®, CLU® is a director of financial planning and risk management for Heritage Financial Consultants, LLC. Eric provides thorough and innovative planning solutions for Heritage clients. His expertise ranges from meticulous analytics for cash flow sustainability to complex estate planning techniques for business owners and wealthy families. Eric earned an MBA from the Tepper School at Carnegie Mellon University and a Bachelor degree in Mechanical Engineering from the…