Eric Veve feels that his firm is here to serve others with education, honesty, and transparency. Eric takes a great deal of time in getting to know every person he sits down with, so their financial plan is customized to them and designed to achieve their unique goals.
Eric and the other Partners of his firm joined together in 2020 after realizing their 100+ years of combined financial experience could bring more value to the clients they serve. Eric focuses on personal financial planning and wealth preservation for those close to and already in retirement. Often times taxes are at the center of his client’s concerns, and he is often focused on solving those issues first. Through this tax centered approach, he brings a passion for helping people identify, achieve, and protect their retirement lifestyle dreams.
As an AAMS® (Accredited Asset Manager), and an AIF® (Accredited Investment Fiduciary), Eric has completed extensive training and experience requirements and is held to rigorous ethical standards. He understands the complexities of the changing financial climate and as a REGISTERED FIDUCIARY, will always make recommendations that are in his client’s best interests.
Eric lives in Erie, Colorado. He married his high school sweetheart in 1999, and they have three beautiful children, Madyson, Mariah, and Mason. When away from his Wealth Management Firm, Eric serves on the Board of Forward Steps, a local 501(c)(3) that focuses solely on foster youth by providing them with the financial and emotional resources they need to complete their post-secondary education. Additionally, Eric enjoys travel, exercise, and spending time with his friends and family.