Eric Miller, CEPA

Project Manager, IFS 

Financial Professional, RJFS

Eric has been with IFS since 2017 when Welch Financial was acquired. Today, he has responsibilities as both a Service Advisor and Project Manager. As a Service Advisor, Eric works with our Financial Advisors to help our clients achieve their financial goals. He particularly enjoys working with business owners and is a Certified Exit Planning Advisor. As Project Manager, Eric helps keep our business heading in the right direction as he oversees companywide strategic initiatives.

Eric has a bachelor’s degree in Finance from Wake Forest University. He holds the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) Registrations. He is also pursuing his MBA at the University of Chicago Booth School of Business.

Eric resides in Chicago with his wife and growing family. When he has time between work, school, and starting a family, Eric is an avid sports fan. Fun fact – Eric and his dad love college football and make an annual trip to a random college in the US where they attend the football game!