My name is Eric Sams and I am the founder and President of E&E Financial Services, Inc.

I studied at the University of California San Diego where I graduated with a degree in Economics in 2009. Shortly thereafter, I started as a Financial Advisor at a large financial services firm. After getting my securities licenses and starting to work with clients, it became apparent to me that the firm was focused on selling their proprietary investment products; not on helping clients. It was at this point that I knew I had to make a change.

From there, I went to work for an independent firm that gave me more freedom and flexibility to serve the individual needs of clients and create more customized solutions. After successfully growing my business there, I decided to start E&E Financial in 2016.

When founding E&E Financial, I had one goal in mind; creating a firm whose sole focus was our clients and serving their financial and investment needs. E&E Financial operates in an independent and unbiased manner. This allows us to customize investment strategies and financial plans that are as unique as each individual and family we work with.

I currently hold the FINRA Series 4, 7, 24, 53, 66, and 79 Securities Licenses, as well as several state insurance licenses.

Outside of work I am a huge golf enthusiast and enjoy health and fitness.

My name is Bonnie Wilson, and I am the Operations & Client Services Supervisor at E&E Financial Services, Inc.

I have over 30 years of experience in the financial industry, specializing in operations and client services. Throughout my career, I’ve had the opportunity to work with large financial corporations and smaller, independent firms. I’ve found my greatest professional fulfillment with the smaller firms, where the central focus is on understanding and prioritizing clients’ financial and retirement goals.

At E&E Financial Services, we are guided by a client-first philosophy, placing the needs and objectives of our clients at the forefront of everything we do. Our mission is to provide personalized, professional service that helps each client achieve their financial goals.

When I am not in my office, you will find me walking with my husband of 33+ years and our “grand dogs” or in the kitchen cooking for family and friends.

Hi, I’m Brittany Lewis, and I’m thrilled to be a part of E&E Financial Services as your Operations Associate. While I may be the newest face in the financial world, I bring over a decade of experience in administration and project management—so rest assured, I’m no stranger to keeping things organized and on track.

I graduated from the University of Florida in 2011 (Go Gators!) and have since discovered that my passion for helping people and my knack for problem solving are a perfect match for the financial sector. I’m excited to put my skills to work in providing prompt, personalized care to every client.

When I’m not juggling spreadsheets, you can find me outside (always!), catching up on a good book, getting my hands dirty in the garden, or crafting fun projects with my daughters.

Hello! I’m Mallory Melcher-Post, a Client Services Associate at E&E Financial Services, Inc. I graduated from San Diego State University in 2016 and now reside in my hometown of Kansas City, Missouri.

While I’ve been working in the financial sector since 2024, I bring over a decade of experience in administration and customer service to my role.

I’m passionate about helping others thrive and take great pride in meeting our clients’ needs with prompt and efficient service. Outside of work, you can often find me at the yoga studio or at the park, chasing my daughter around.