Profile

Eric Levenhagen, CPA CTC

Eric Levenhagen holds a bachelor’s degree in accounting as well as a master’s degree in accounting & financial management. He has worked as a staff accountant for a local CPA firm and has also served as controller of various closely held companies.

Eric is enthusiastic about the challenge of helping clients manage their personal and business financial matters. Eric is both a Certified Public Accountant and a Certified Tax Coach who integrates both disciplines into a holistic, client-centered approach towards maximizing his clients’ after-tax income and wealth.

Eric trains hard so you can rest easy. In addition to the annual hours he spends maintaining his certifications, he spends hundreds of hours studying tax strategies and real world business challenges like marketing, management, operations, and human resources. He takes that knowledge, combines it with all of his experience, and customizes a plan just for you.

Outside of the office, Eric enjoys spending time with his wife and kids. His hobbies include reading, following college and professional football, and music. Finally, Eric is an aspiring traveler and hopes one day to be able to take his family many places around the world.

Investment Advisory Services are provided by Premier Financial Services, Inc., doing business as True Wealth Nation, a Registered Investment Adviser. Premier Financial Services, Inc. and ProWise Financial Coaching are independently owned and operated. Information is presented for educational purposes only and is not intended to be a solicitation for a purchase or sale of a security.