Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Eric Flick, CFP®

Eric Flick, CFP®

Wealth Advisor

Eric graduated from the University of Wisconsin – Stevens Point in 2008 with a Bachelor of Science degree in Business Administration with minors in accounting and economics. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2014. 

Eric and his wife, Jamie recently moved back home to Wisconsin and more specifically Green Bay in order to be closer to family after a seven-year stint in Charlotte, North Carolina where he worked at State Employees Credit Union, a financial organization managing everything from mortgage and personal loans to tax preparation and insurance products.

The financial services industry first piqued Eric’s interest during his youth.  His father died when he was very young as he watched his mother try to navigate the financial portion of their lives as a single mother.   Eric’s parents took a proactive approach to financial planning early on and that made a very big difference for his mother, Eric along with his two brothers during a difficult time.

Eric is proud to be a part of Summit Planning Group. It’s the kind of financial planning group that comprehensively takes care of clients through all of life’s challenges and chapters.

Eric’s business motto is quite simple: “I constantly look to do the right thing for my clients.”

Eric and Jamie enjoy being involved with Special Olympics.  They appreciate outdoor activities including hiking and watersports and being involved in athletics. They actually met while playing soccer in college.  The Flicks welcomed their baby boy, Kempton, into the world in August 2015.

Phone 920-884-9000
Fax 920-884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck