Eric R. Degnan, CFP®, CMFC®

Eric R. Degnan, CFP®, CMFC®

Managing Partner

“Focus on being productive, instead of busy.” – Tim Ferriss

Who is Eric R. Degnan?

Eric Raymond Degnan, CFP®, CMFC, leads the team with a background of both experience and industry credentials. He has been assisting his clients with over two decades of insightful guidance.

After securing his Bachelor’s in Finance from Butler University, Eric put his tenacity to work and became both a Chartered Mutual Fund Counselor™ and a Certified Financial Planner™ professional. Earning these credentials wasn’t about getting a pat on the back or a plaque on his wall. Rather, they represent a level of service and commitment he believes every person deserves when working with a financial advisor.

Constantly looking for ways to help his high net worth clients make informed money decisions, Eric designs financial road maps that he believes can lead to long-term confidence and help clients pursue financial goals.

Etiquette Expertise

Eric has keen insight into what it takes to run a business, manage corporate retirement plans, and retain key employees — skills he uses to guide business owners in need of these services.

Most Controversial Opinion

Slow golfers should be detained.

Family & Hobbies

A lifelong White Sox fan* and resident of the greater Chicagoland area, Eric and his wife Shirley currently live in Westmont, Illinois where they raise their three children - all of whom share in his exceptional sense of humor. When he isn’t mapping out financial futures or spending time with his family, he enjoys golfing, traveling and giving back. He is actively involved with and Chicago Highlands Golf Club.

*Eric is willing to set cross-town rivalries aside and work with Chicago Cubs fans.