Gestión patrimonial / Equipo de gestión patrimonial / Eric Martzahl
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Eric Martzahl Green Bay Downtown
920-617-8162
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Eric Martzahl Asesor financiero

Eric, nacido y criado en Green Bay, se graduó de la Universidad de Saint Thomas en 2014 y obtuvo un B.A. con énfasis en finanzas. Antes de Al unirse a Nicolet Wealth Management en 2022, comenzó su carrera en una empresa financiera. firma de servicios con sede en Minneapolis y en 2019 se mudó a Green Bay para convertirse en asesor financiero. Con más de 10 años de industria. experiencia, Eric ha seguido desarrollando sus conocimientos y se ha ganado el derecho a utilizar el PLANIFICADOR FINANCIERO CERTIFICADO TM (CFP®) por completar con éxito los requisitos de certificación iniciales y continuos. Además, completó el programa de Asesor Nacional de Seguridad Social para ayudar a los clientes a comprender y maximizar sus beneficios de seguridad social.

Eric y su esposa Anora residen en DePere con su hija Penélope y dos perros, Frankie y Sal. Le gusta mantenerse activo esquiando, jugando golf, pescar, hacer wake surf y viajar. Es miembro de Notre Dame. Comité de Finanzas de la Academia y ex alumno de Leadership Green Clase de Bahía de 2022.

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Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

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