Eric Mooney joined the team in June 2022. Eric recognizes what it means to set aside emotions and just look at the facts when it comes to one’s financial situation. With a passion for helping others, he graduated the University of Northern Iowa with a Bachelor of Arts Degree in Finance with a concentration in Personal Wealth Management.
Eric currently resides in West Dundee with his father Keith and mother Lori. Through their hard work, determination, and perseverance Eric has been able to learn about the value one can have when working with others. These qualities have been passed down to his brother Bret, a Wealth Advisor, and sister Alex, who is actively pursuing a degree to become a Physician’s Assistant. Eric has been able to instill the same characteristics in his own daily life, which has helped him in other areas beyond the office. During his time at the University of Northern Iowa, he played football as a defensive back and linebacker. He achieved the Missouri Valley Conference Scholar Athlete four times. This recognition was awarded to athletes for their exemplary academic performance. Eric is a person that will consistently aim to learn more about you, your needs, and this industry. He firmly believes in giving his all and striving to be the best assistant for our clients.
