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Eric Puckett

Eric believes that our life's legacy is simply the culmination of an effort to be present and invested in the small moments of life, one day at a time. A commitment to incremental progress in the same direction produces exponential results.

Eric's headshot

Philosophy of Investing

1. GOALS are the true north of our investment compass.

2. "Don't put all your eggs in one basket" is profoundly good advice. Diversification is essential.

3. Portfolio allocation is largely determined by the unique temperament of each client.

4. The role of an adviser is to build relationships, establish trust, and provide solutions.

5. The market is unpredictable, but our financial strategy should not be.

Several years ago, I decided to go back for a master’s degree. My wife and I had never carried debt, but in this season, we decided to do what many of our friends had done and take on significant debt to go to a school in a different state. It was a very good school, but it was also a lot of debt.


After a couple months of being in classes, I sat in on an interview with a professor of leadership. One student asked, “Is the debt we are taking on worth the degree we are acquiring?” The professor’s response was “No. If you are taking on debt to acquire this degree, stop. Go get a job and take one class at a time.”


I knew what the professor said was true in my head and had the guilt and overwhelming sense of burden to prove it, but I needed someone to tell me the hard truth.


It is clear to me; I am not alone. We all need someone to tell us the truth about our choices. I am in this role because I have experienced the consequences of being tempted to compromise on my financial goals. I now know the value of having someone in your corner, providing guidance, telling you the truth, and cheering you on toward your goals. That’s who I endeavor to be for our clients.

Why I Do What I Do

High school kids eating lunch on a deck on catalina island


YOUTH: Eric has worked with youth and young adults for many years. He has served through mentoring in under-served communities, coaching basketball, working at summer camps, public speaking, and sitting on several non-profit boards. He is currently serving with the youth program at Bel Air Church.

POVERTY: Eric and his wife, Amber, have traveled to several countries including Ecuador, Honduras, Mexico, and Kenya serving on construction projects, financial literacy courses, and providing sanitary environments for some of the poorest communities in the world.


Eric married Amber in May of 2010. They have three little girls. Skylar, age 7, was born in Tennessee which is where Eric and Amber grew up. Skylar loves dancing and singing. Rayla, age 5, loves playing with magna-tiles and music. Lakely, age 2, is a classic youngest, a giant ball of joy, and only comfortable if she’s in the spotlight. As a family, they love walking trails, bike riding, playing at the beach, and cuddling while watching their favorite Disney movies.

Eric with family
Eric holding a largemouth bass


FISHING: Growing up, Eric spent his summers on the family houseboat water skiing, swimming, and fishing. He loves bass fishing, fly fishing, and even the occasional night fishing for catfish.

MUSIC: Music entered Eric's life through his father and mother at a very early age. His love of music has just grown from there. He has performed for audiences of 5 to 5000 and even worked at a record label for a short time.

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