Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our
undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material here and on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you. Eric grew up in Newhall Iowa and graduated from Benton Community High School in 1998. He went on to Wartburg College graduating with a degree in Finance & Marketing in 2002. Eric joined the Strellner Financial Group right after graduating from college. Eric holds his life and health insurance license and his FINRA series 7, 6, 63 & 65 registrations. He specializes in family financial planning, retirement planning, estate planning strategies, and group benefits. Eric is a former president of NAIFA - Cedar Rapids, which is the local chapter of the National Association of Insurance and Financial Advisors. Eric is also a recipient of the NAIFA Iowa 2012 Four Under Forty Award. Eric has attended several state and national leadership conferences with NAIFA and MDRT (Million Dollar Round Table). Eric is also a member of the Eastern Iowa Society of Financial Service Professionals. Eric and his wife Keevan were married in August of 2004 and they have three sons, Brody, Kellen and Rylan. In his free time he enjoys spending time with family and friends, playing golf, and chasing the boys around the house. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. does not provide tax or legal advice. We are licensed to sell Insurance Products in the following states: Arizona, Arkansas, California, Illinois, Iowa, Maryland, Minnesota, N. Carolina, Texas and Washington
CA Insurance License #: 0L29208
We are registered to to sell Securities in the following states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Minnesota, Missouri, Nebraska, N. Carolina, Oregon, Texas, Virginia, Washington and Wisconsin.