Meet the Team
With over 25 years of experience in financial services, Eric is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Eric’s extensive experience — throughout major shifts in the markets — enables him to help his clients’ structure balanced portfolios to address their specific financial goals.
Matt Milholland, CFP®
Matt Milholland brings experience from multiple other local financial entities to the practice. He is best known for helping a select group of individuals and business owners execute major financial decisions. Matt truly enjoys that Milholland Financial Group is a relationship-based business and feels blessed to work with such amazing families. Prior to joining, Matt was a Financial Advisor at Skylight Financial Group, MetLife Premier Client Group and McCloy Financial Services. He earned a B.S. in Finance from Indiana Wesleyan University where he also played golf for four years. He also earned his CERTIFIED FINANCIAL PLANNER™ designation in 2018.