As a Financial Representative, Jon Eric works with his clients to provide comprehensive financial planning, with a focus on retirement planning, estate planning, financial efficiency and risk analysis. For business owners and corporate executives, he focuses on analyzing and implementing corporate benefit programs, employee recruiting and retention strategies, as well as succession and exit planning.
Prior to joining Peachtree Planning in 2015, Jon Eric worked as a Financial Advisor for Wells Fargo Advisors and as a commercial lender for a local bank. He has been serving his clients in the financial services industry for more than 11 years.
Jon Eric was born and raised in Forsyth, Georgia and attended Mercer University from 1998-2001. While attending Mercer University, he obtained a degree in Management and Finance with a minor in Economics. Jon Eric lives in Macon, Georgia with his wife, Kim and their two sons, Matthew & Andrew. He is a member of Ingleside Baptist Church and has served on several local boards. Currently, he is serving as the Chairman of the Finance Committee for the Governing Board of the Academy of Classical Education.
He can be reached at Peachtree Planning, located at 3643 Vineville Avenue, Macon, GA 31204. His email is firstname.lastname@example.org and his office phone number is (478) 471-6166.