Eric McMullen works collaboratively with the CEO and other members of the leadership team to ensure the strategic plan for the firm has properly defined tactics for implementation. He has served in various executive management roles in the trust and financial services sector for over 30 years, including Regional Managing Director and Chief Fiduciary Officer. Eric has successfully led teams across the United States to generate sales and meet corporate goals and has extensive experience in fiduciary guidance.
Eric received his Bachelor of Science degree in Organizational Leadership from Purdue University and is a certified Financial Planner™ professional. He was the founder of No More, a non-profit organization dedicated to fighting children’s cancer and a past volunteer for Lurie Children’s Hospital, Make A-Wish Foundation and has been dedicated to animal rescue for over 20 years.
