Eric Gritter, CFA®

Financial Advisor & Portfolio Strategist

Eric is the firms Chartered Financial Analyst. In addition to retirement planning, Eric oversees portfolio management for our firms clients as a part of our proprietary process, The Sequential FORMula.  He started as a financial advisor in 2007 after his initial career as an engineer. He considers himself “blessed to be a blessing” and values giving back to his community by serving on various boards and committees at his church and local school. He and his wife, Deb, keep busy at home with their four children. In his spare time, Eric enjoys playing golf, traveling with his family and enjoying any activity by the beach.