Eric Ellis

Financial Adviser

Eric Ellis 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 serves on the Board of Directors for Chapel Hill Christian Academy and is the Chairman of The Big Fish Scholarship, which provides scholarships to Austin Peay State University for local military families.

He is blessed with his lovely wife Megan and four beautiful children, Allie, Kate, Knox and their newest addition, Lucy. When Eric is not investing his time into his profession or family, he enjoys playing sports and off-roading in his Jeep.