Eric Unger

As a Financial Planner and OSJ Branch Manager, Eric provides financial planning and investment management consultation and recommendations to clients and advisors alike, as well as overseeing day-to-day securities industry compliance functions for the firm.

Understanding that each client has unique needs, Eric’s attention to detail and deep industry knowledge helps to assure that all clients receive consistent, disciplined, and customized investment solutions that help to achieve their individualized goals. As an OSJ Branch Manager, Eric helps Affiance understand compliance needs and implement procedures to navigate the industry’s ever changing regulatory environment.

Eric has a long history in the financial services industry and has been with Affiance for over five years. Besides his work at Affiance satisfying his analytical side, Eric appreciates the opportunity to serve such a wonderful group of clients whom he has had the pleasure to get to know over the years.