Eric Beeler CFP®, MBA
Servicing Advisor

Meet Eric
Eric Beeler is a Servicing Advisor at AFS and a CERTIFIED FINANCIAL PLANNER™ professional. With over five years of financial planning experience at Stifel and a decade in the industry, Eric brings a sharp analytical mind and a passion for helping clients make smart financial decisions. He genuinely loves number crunching—because, yes, some people do.
Outside of work, Eric is all about sports (even if his South Dakota roots somehow led him to the Boston Red Sox), hitting the gym, and playing sand volleyball with friends. He’s also a self-proclaimed amateur food-eating challenger—think Joey Chestnut, but with less fame and fewer trophies. And if there’s a fantasy football league? He’s in.
Qualifications
Certifications
CFP®, MBA
Financial Services
ESTATE PLANNING
FINANCIAL PLANNING
INVESTMENT MANAGEMENT
RETIREMENT PLANNING
TAX PLANNING
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