About E&E Financial Services
Welcome to E&E Financial Services
E&E Financial Services, Inc. was founded on the belief that informed clients can make informed decisions. We feel that by educating our clients on their options, they become empowered to make financial decisions that they can understand and feel confident in. E&E strives to guide you through this process as you set and achieve your financial goals.
Our History
Our founder, Eric Sams, started his career with a large financial services firm. He learned quickly that this firm was focused on pushing its proprietary investment products, not on providing unbiased guidance. Eric founded E&E with the goal of creating a firm that focuses on clients’ individual needs and goals, not selling them products.
Our Mission
- Educate our clients on their options and empower them to make smart investing decisions as we guide them through the investing and planning process.
- Deliver unbiased and independent financial advice to every client.
- Provide the highest level of service and attention to every client.
Meet Our Team
Eric Sams, CPWA®
Founder/President & Principal Advisor
Bonnie Wilson
Client Services Supervisor
Elizabeth Martin
Client Services Associate
Mallory Melcher-Post
Client Services Associate