Phone: 989-269-7427
Fax: 989-269-7469
Toll Free: 888-989-6828
E-mail: elundy@lundyfs.com

With a keen interest in helping people achieve and maintain financial independence, Erik Lundy has been a practicing financial advisor since 1997 and the Owner/President of Lundy Financial Services since 2010.

His financial planning practice emphasizes a varied investment management approach utilizing different types of financial instruments to help meet his client’s financial goals. He developed and refined the Lundy FORMula to specifically address his client concerns – the critical financial events that occur as a client’s life unfolds and their needs evolve.

Erik has a true love of community. He has served as President of the Rotary Club, The Bad Axe Lions Club and the Verona Hills Golf Club. He has enjoyed coaching both Little League and Junior High Football, is an active member of St. Hubert’s Catholic Church and is a graduate of Michigan State University. He resides in Bad Axe enjoying many outdoor activities including Bird and Deer hunting. You might also find him on the golf course, boating or spending time with family and friends.

Cheryl has been supporting Erik & Sara since 2022, ensuring that our clients receive the very best in customer service. Cheryl is responsible for answering phones, making appointments, scheduling outside functions as well as greeting clients at the door. She resides in Port Austin with her husband Stan. Outside of work, she enjoys spending time with her grandchildren, the outdoors and golf.

Since 2010 Sara has been ensuring that our clients receive the very best in customer service. Sara is our team member responsible for check, wire and money movement requests and all things related to their accounts, including answering questions and processing account updates. She resides outside of Bad Axe with her husband Mike, her son Blake & dog Bob. When not in the office, she enjoys cheering on her son Blake in his various sporting activities.