Eric Bottolfson

Vice President, Brokerage

PROFESSIONAL BACKGROUND

Eric is VP of Brokerage and has been with the firm since 2017. In his capacity, he works closely with insurance brokers to provide a diverse portfolio of insurance solutions for clients needing life, disability income, long term care and annuities.

Eric has been in the financial services industry for over a decade having gained a wide range of experience in banking, trust administration, retirement and estate planning, charitable giving, business succession, and advanced sales insurance concepts. Eric holds a Bachelor’s Degree in Finance from The University of Wisconsin-Superior and two Master’s Degrees from The College of St. Scholastic where he earned a M.A. in Finance and an M.B.A.

Eric is committed to giving back to both the financial services industry as well as locally through his involvement as a board member for the Society of Financial Service Professionals and as a member of various professional and charitable organizations. He was recognized by the Phoenix Business Journal as a 2017 “40 Under 40” honoree which celebrates those individuals making a major impact on the Valley’s business and non-profits community.

In his free time, Eric enjoys traveling the world, learning, and taking on new athletic challenges. He is preparing for his first triathlon and participates in a number of sports leagues including flag football and sand volleyball.

Eric Bottolfson

Vice President, Brokerage Email Me Office: (480) 638-2205