Eric Shearer, CFP®

VICE PRESIDENT & FINANCIAL ADVISOR

Now in his 16th year with the firm, Eric’s current focus is serving as a Financial Advisor for existing and new clients in the development and monitoring of their financial plans. His planning process is executed with the ultimate goal of helping his clients achieve long-term financial independence,

He obtained his CERTIFIED FINANCIAL PLANNER™ designation in October of 2010 and has more than 25 years of experience in the financial services industry. He has held his Series 7 and 66 registrations and his State of Ohio Life, Health, and Variable Annuity license since 2003.

Outside of the firm, Eric and his family can typically be found on a ball field somewhere. Having grown up in Westerville where he played competitively in multiple sports, Eric now gets to enjoy helping his son, Landon, and his daughter, Presley, with their various sports activities. This includes having coached now in a total of 19 seasons between both basketball and baseball.

Eric and his family have lived in Gahanna since 2009, where his wife, Erica, is an elementary school teacher and also a middle school volleyball coach. Eric still maintains his ties to Westerville by coordinating an annual “Warrior Hoops Alumni Tournament” basketball event each summer. A Bobcat at heart, Eric graduated from Ohio University in 2000 with a Bachelor’s Degree in Communications.