Eric has had a heart for helping people for as long as he can remember. Today, he gets to live that out by guiding clients toward the retirement they’ve worked so hard to achieve. He knows the road to retirement can feel overwhelming at times, and what excites him most is giving people clarity, confidence, and peace of mind along the way.
Eric graduated from Austin Peay State University with a concentration in Finance and began his career gaining hands-on experience with respected investment firms.
At home, Eric is blessed to share life with his wife, Megan, and their four children—Allie, Kate, Knox, and Lucy. They are active members of LifePoint Church and enjoy being involved in their community.
Eric holds the Series 65 license.
SEC Investment Adviser Public Disclosure (IAPD) | Eric Ellis