Eric A. Flick

Senior Vice President, Financial Advisor

CFP®

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Contact Eric

eflick@wealthenhancement.com LinkedIn

Team Office

Green Bay Team

Eric’s Locations

3071 Voyager Dr, Suite A
Green Bay, WI 54311

(920) 884-9000

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About Eric

Eric has been in the financial services industry since 2008. He joined Wealth Enhancement through the 2019 partnership with Summit Planning Group. Eric takes a holistic approach to ﬁnancial planning by getting to know his clients so he can understand their goals in order to better serve them. He enjoys forming life-long relationships and seeing clients succeed ﬁnancially. Eric and his wife Jamie have two children and live in Green Bay, WI. They are very involved in their kids’ many sport activities and enjoy spending time at Shawano Lake as well as traveling to North Carolina, where they lived for seven years. Eric is actively involved with local charities and enjoys being a judge in the High School DECA competition.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

Education

BA, University of Wisconsin-Stevens Point

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Insights from Eric

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Estate Planning

Discover How to Maximize Estate Tax Savings With a Grantor Retained Annuity Trust (GRAT)

You work hard to accumulate wealth, and you want to pass as much of it as possible along to your heirs and beneficiaries. But due to the size of your estate, you’re on the hook to pay a hefty sum in estate and gift taxes.

Eric A. Flick Jul 25, 2023

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