Eric Gandy

Eric Gandy,

CPFA® FVP Program Manager,
IB Wealth Management
Sr. Investment Executive, RJFS

Eric Gandy is a First Vice President and Co-Program Manager, IBWM, and Senior Investment Executive, RJFS, dedicated to helping individuals, families, and businesses pursue their long-term financial goals through personalized investment and wealth management strategies.

A native of Michigan, Eric grew up in the Midland area and earned his Bachelor of Business Administration from Saginaw Valley State University through the Scott L. Carmona College of Business. During his time at SVSU, he was a member of the varsity golf team and helped lead the Cardinals to compete for the NCAA Division II National Championship during his senior season in 2014.

Following graduation, Eric and his wife, Ashlee, relocated to Traverse City—a community they had long enjoyed visiting with their families. Today, they are proud to call Northern Michigan home, where they are raising their four children: Brooks, Scarlette, Georgia, and Bahlee.

Eric entered the financial services industry in 2015, becoming both a registered representative and an investment adviser representative. He is passionate about the capital markets and believes that every market cycle presents new opportunities to learn, adapt, and guide clients through an ever-changing financial landscape. Eric provides comprehensive, client-focused advice that integrates investment management with broader financial planning to help clients make informed decisions with confidence.

Outside of the office, Eric enjoys spending time with his family on the golf course, exploring Northern Michigan's hiking trails, and making the most of the region's lakes and outdoor lifestyle.