As the Founder of Elevated Wealth Management, our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today.
Eric is a Chartered Financial Consultant (CHFC), has passed the Series 65 securities exam and holds his Life & Health Insurance License.
He began working with an independent financial planning firm in 2007, that focused on retirement planning.
Outside of work life, Eric and his wife Jennifer, share 3 beautiful children, Madison, Carter, and Chandler. He is very involved in his local church and coaches little league baseball.
We believe in putting God first in everything we do, and we strive to bring compassion, integrity, and honesty to our work.
As a team, we bring a unique perspective and we understand retirement planning is about more than just money. It’s about your hopes, dreams, and aspirations for the future. It’s about creating a plan that allows you to live the life you want.
We take pride in getting to know our clients on a personal level. We believe that building strong relationships is key to helping you achieve your retirement goals.
Meet the three that are the secret to our firm’s success.
They inspire us, remind us to find joy in the daily grind, and prove that even the most demanding task can be conquered with a smile.
Our “smile Team” is the heart and soul of our office.
(Carter, Madison, Chandler)