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Eric Ellis

Eric learned at a young age to help people when he could. He now uses his skills and talents to help lead our clients to the retirement they deserve. The journey to retirement can be filled with uncertainty. Giving people a sense of confidence, security, and independence truly gets Eric excited.

Eric graduated from Austin Peay State University with a concentration in Finance and gained invaluable experience with leading investment companies early in his career.

He is blessed with his lovely wife Megan and two beautiful girls, Allie Grace and Abigail Kate. When Eric is not investing his time into his profession or family, he enjoys playing sports and off-roading in his Jeep.

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Phone: 931.905.0050

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