Eric S. M. Kee has over 15 years of financial services experience. Prior to joining Personal Financial Benefits., he worked at Jackson National Life, Oppenheimer Funds, DWS-Scudder, One America, and FSC Securities Corporation. Eric’s experience in the industry includes retirement plan consultant, regional wholesaler, and financial advisor. One of Eric’s many specialties includes corporate pensions and corporate retirement benefits. He is a registered representative holding the Series 7 and 63 registrations, along with life and annuity insurance licenses. A graduate of Indiana University- Bloomington, Eric has a Bachelors of Science in Public Affairs and Environmental Science.
