Hi there! I’m Eric Picard, a passionate and dedicated financial professional. After a 17 year career in business banking and commercial lending, and having lived and worked in Montana, Nevada, Massachusetts, and currently Southeast Wisconsin, I’ve gained a unique perspective on how people approach money and retirement. These life experiences have shaped my belief that financial security isn’t just about numbers, it’s about creating a worry-free future.

For me, balance is everything, both in life and in finance. My goal is to help our clients achieve financial peace of mind by designing personalized strategies that blend income-producing assets with guaranteed solutions.

On a personal note, I’m a dedicated father of two teenagers and the luckiest husband in the world to my amazing wife Melissa, who inspires me to be the best version of myself. Outside of work, we stay active through cycling, hiking, and “glamping” whenever we get the chance. We love traveling, escaping to warm tropical destinations and exploring new places whenever possible.

Clients quickly learn that I take a client-first approach, prioritizing clear communication, attention to detail, and long-term relationships. At the center of my work, I’m committed to helping people retire with confidence, which ultimately allows them to enjoy what matters most.