Eric Kies

Moline, IL United States

Certified Financial Planner (R)

Finance / Banking / Insurance

Throughout his career, Eric has sought to combine research with practical, applicable solutions to help clients build a better financial life. Eric has become known for his ability to take theoretical ideas, simplify those concepts down to their most basic form, and then develop systems and tools to help clients more consistently achieve their goals. In 2008, Eric helped develop the First Step Cash Management system and website. This innovative website has begun to gain popularity within the industry as a way to help clients understand and talk about their cash flow, as well as a way for financial planners to have conversations that integrate both facts and feelings into a financial plan.