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Meet Eric

Eric Michalski joined our team in 2011 and currently holds the title of Partner, Wealth Advisor. Eric works with clients to help them pursue their financial goals.

After receiving his B.S. in Finance from The W.P. Carey School of Business at Arizona State University, he later went back to school and completed the CERTIFIED FINANCIAL PLANNER® program at UGA’s Terry College of Business. Eric’s love of finance and investing started in his late teens when he made his first investment in the stock market. He currently holds the CERTIFIED FINANCIAL PLANNER® designation.

Eric began his career in the financial services industry in 1999 shortly after moving to Atlanta, working in the trading department for a national discount broker. He later moved into relationship management for TD Ameritrade and then Nationwide, helping his clients with their investment, insurance and financial goals.

Eric was born and raised in Chicago and likes to visit there often. He enjoys traveling, staying active, watching movies, and taking on various home improvement projects.