Eric Terrill believes that financial planning is about more than numbers—it's about helping people build the life they envision. As a financial advisor, he partners with individuals, families, and business owners to develop customized financial strategies that align with their values, goals, and aspirations. Whether planning for retirement, managing wealth, or preparing for life's important milestones, Eric is dedicated to providing clear guidance and personalized support every step of the way.
With more than two decades of experience in the financial services industry, Eric began his career with Edward Jones, where he spent 11 years helping clients pursue their financial goals and build long-term financial confidence. Since 2011, he has been affiliated with LPL Financial, continuing to serve clients through the independent advisor model. As the founder of his own practice, Eric combines extensive industry experience with a personalized, relationship-focused approach, helping clients make informed financial decisions and work toward lasting financial independence.
Born and raised in the small mountain town of Walden, nestled in the heart of the Rocky Mountains, Eric developed a deep appreciation for hard work, strong relationships, and community values at an early age. In 1987, he moved to Washington, where he built both his career and family. When it came time to raise his two daughters, Eric and his family chose to make their home in Cle Elum, drawn by the same small-town sense of community and connection that shaped his own upbringing.
Beyond his professional work, Eric is deeply committed to serving his community. He is a past President of the Upper Kittitas County Rotary Club, where he worked alongside fellow community leaders to support local initiatives and charitable causes. Eric has also dedicated his time to mentoring young athletes as the Head Coach of the Cle Elum-Roslyn High School basketball team. These leadership roles reflect the values that guide his practice—integrity, teamwork, service, and a genuine commitment to helping others succeed.
These experiences have reinforced the values that guide Eric's practice—integrity, service, accountability, and a genuine commitment to helping others strive to succeed. He believes that understanding each client's unique story is the foundation of effective financial planning. and he takes pride in helping clients pursue their financial goals while building relationships that span generations. He believes that transparency, communication, and a genuine understanding of each client's unique circumstances are the foundation of successful financial planning.
