Eric Obergfell, CFP®, CRPS® is responsible for client relationship management, strategic consulting, and delivery of services to our valued clients.
Eric’s career in the retirement plan space began upon graduating from Purdue University with a degree in Financial Planning and Counseling. He spent the first several years of his career at a large retirement plan provide initially focused on employee education then transitioned into a relationship management role. Eric has served clients as an independent retirement plan consultant since 2016. Eric’s career in the retirement plan space began upon graduating from Purdue University with a degree in Financial Planning and Counseling. He spent the first several years of his career at a large retirement plan provide initially focused on employee education then transitioned into a relationship management role. Eric has served clients as an independent retirement plan consultant since 2016.
What is one thing you obsess over?
I obsess over delivering value to clients. I work tirelessly to keep up on the retirement plan regulatory environment, industry trends, and latest innovations in plan design and education that can help improve outcomes.
What is your favorite hobby/what do you like to do in your free time?
I most enjoy being out in nature; hiking, camping, boating, fishing, skiing and even yard work.
What is your favorite movie, TV show, or play/musical, book that you can watch/read over and over again?
Parks & Recreation
