Meet the Team
Senior Financial Advisor
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®, ChFC®
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.
Senior Client Associate
As a Client Associate, Carol’s experience and industry knowledge helps maintain a high-level customer satisfaction.