Twenty years of integrated tax-and-wealth thinking.
Eric came up through Cooper Norman's parent CPA platform — the side of the firm that has served closely-held Idaho business owners since 1976.
Eric Story is a Partner and the Chief Compliance Officer at Cooper Norman Wealth. He came up through Cooper Norman's parent CPA platform — the side of the firm that has served closely-held Idaho business owners since 1976 — and stepped into the wealth practice to lead the way tax strategy gets coordinated into long-term wealth decisions.
As Chief Compliance Officer, Eric carries fiduciary oversight of every Cooper Norman Wealth engagement. He sets the firm's investment policy framework, owns the compliance posture for client communications and recordkeeping, and is the named principal on the regulatory side of the house. Clients see that posture not as overhead, but as the quiet structure underneath every recommendation.
His credential set is uncommon: CPA, plus the Personal Financial Specialist (PFS) credential — the AICPA's advanced financial-planning designation reserved for CPAs — plus the Certified Information Technology Professional (CITP) credential, which speaks to how the firm thinks about data, security, and the operating systems clients actually live inside.