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  3. Our Team

Our Team


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Erik Lundy

President, Financial Advisor

989-269-7427
989-269-7469
888-989-6828
elundy@lundyfs.com

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.

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Cheryl Osentoski

Customer Service/Marketing

cosentoski@lundyfs.com

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.

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Sara McCrea

Branch Office Assistant

smccrea@lundyfs.com

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. 

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  • Our Philosophy
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840 S Van Dyke Rd
Bad Axe, Michigan
48413 United States

  •  Tel: 989-269-7427
  •  Toll Free: 888-989-6828
  •  Fax: 989-269-7469
  • cosentoski@lundyfs.com

Important COVID-19 NY EXECUTIVE ORDER

Securities and advisory services offered through Prospera Financial Services, Inc. | Member FINRA/SIPC

Click here to view the firm’s Form CRS

Lundy Financial Services does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Contact Us: 989-269-7427 | Toll-Free: 888-989-6828

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