Erik Lundy has been a practicing financial advisor since 1997 and the owner/president of Lundy Financial services since 2010. Erik maintains and exceeds the minimum continuing education standards required to maintain his certifications; he currently holds a series 7 and 66 as well as Life and Variable Annuity licenses. His financial planning practice emphasizes a conservative investment management approach utilizing various forms of securities and insurance products to help meet his client’s financial goals. Erik holds a Bachelors of Science from Michigan State University. He resides in Bad Axe and enjoys many outside activities and spending time with family and friends.
President, Financial Advisor
Cheryl currently resides in Port Austin she is married to her husband Stan and has 2 children and 4 grandchildren she adores spending time with. She comes to us with varying experience in the HVAC, Automotive business and Customer Service Industry.
Branch Office Assistant
Sara Currently resides in Bad Axe with her husband Mike and son Blake. Sara holds a Bachelors of Science in Elementary Education with a Major in Math and a Minor in Language Arts.