With a keen interest in helping people achieve and maintain financial independence, Erik Lundy has been a practicing financial advisor since 1997 and the Owner/President of Lundy Financial Services since 2010.
His financial planning practice emphasizes a varied investment management approach utilizing different types of financial instruments to help meet his client’s financial goals. He developed and refined the Lundy FORMula to specifically address his client concerns – the critical financial events that occur as a client’s life unfolds and their needs evolve.
Erik has a true love of community. He has served as President of the Rotary Club, The Bad Axe Lions Club and the Verona Hills Golf Club. He has enjoyed coaching both Little League and Junior High Football, is an active member of St. Hubert’s Catholic Church and is a graduate of Michigan State University. He resides in Bad Axe enjoying many outdoor activities including Bird and Deer hunting. You might also find him on the golf course, boating or spending time with family and friends.
