We are a team of small town, local advisors who care passionately about making a difference in the lives of the people we work for. We take the time to get to know you and your financial goals.
Meet Your Team
Crafted with Care
Eric Mindham - Financial Advisor
Having been born and raised in Southwest Wisconsin, I understand the values that many families have, and the many financial challenges they face. That is why I became a financial advisor - to help people with small town values make big financial decisions, so they can worry less about money and focus more on what is important to them.
Prior to becoming an advisor, I earned both Accounting and Finance degrees from UW - La Crosse. While earning those degrees, I was fortunate to be able to work alongside and learn from multi-billion dollar investment managers. I have used that experience to bring knowledge and expertise to helping families in Southwest Wisconsin reach their own financial security.
As the primary advisor in our office, I enjoy helping my clients meet the challenges of today's retirement and financial uncertainties with creative and personalized solutions. I work constantly to expand my knowledge base so that I can find new ways to bring value to the people I work for.
My wife Mckenzie and I are blessed to have two daughters and one son. In my free time, I like to spend quality time with my family, travel, read, and volunteer. I have also coached the Richland Center/Ithaca Cross Country teams since 2017.