Eric Loughrin

Wealth management is not just my job; it’s my passion. Having the ability to connect with clients and tailor a financial plan specifically to their unique needs is what drives me. I believe a financial plan is a dynamic process that requires proactive management to respond to the changing market and life events specific to each client. I’m fortunate to be able to draw on over 16 years of finance experience - financial planning, budgeting, tax, and analytics - to create a diversified plan that will help clients obtain financial freedom to enjoy their retirement years.

My wife, Katie, and I have five children ages 12, 9, 7, 5, and 1. When I’m not in the office, you can find me watching and coaching our kids in various sports, traveling, golfing, and being active in our church and school.

Professional Designations:

• Investment Professional

Experience:

• 16 years in the financial services industry, including 3 year with Zimmer Financial Group

Education:

• Marquette University
• B.S. Accounting Degree
• MBA Master of Business Administration