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Specialties
We assist individuals and small businesses in three areas: 1.) Wealth accumulation, 2.) Wealth distribution (income in retirement) and 3.) Transfer of wealth to the people or organization that you love the most!
History
Established in 1998.
Eric has worked in the Securities Industry since 1998 and enjoys helping his clients plan for their financial futures. Eric holds his Series 7 and Series 63 Securities Licenses, as well as his Investment Advisor Representative registration with Transamerica Financial Advisors, Inc. In addition, Eric is a licensed Life Insurance and Long Term Care Agent.
Meet the Business Owner
Eric B.
Business Owner
Eric is a lifelong resident of the Muncie, Indiana area. He graduated from Muncie Southside High School and then from Ball State University, where he earned a Bachelor’s degree with emphasis on Corporate Finance and Financial Institutions. Eric is a devoted family man and loves spending time with his wife, Laura, whom he has been married to since 1998, and his children, Joshua, Brennan and Brittany. His hobbies coincide with time spent with the family. Eric enjoys coaching youth sports, and takes every opportunity to take the kids golfing, fishing and horseback riding. Summer weekends are often spent at the lakes with his family skiing, riding the wave runner and more fishing.