Erik C. Milam
Financial Planner

Telephone: (615) 369-1423   |   Fax: (615) 850-8109   |   E-Mail Address: click here

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER ^TM practitioner, CFP 
Registered Securities Representative
Licensed Insurance Agent

Erik joined TrustCore in 2004 with previous experience in music publishing and financial services. 

Erik focuses his practice on the unique needs of physicians, attorneys, entrepreneurs and self-employed individuals, as well as young families. While he offers counsel in many areas of personal finance, Erik has special expertise in portfolio design, cash flow management, retirement planning, insurance needs analysis, tax strategies and education savings planning.

He provides an individualized approach to financial planning and wealth management by developing specific strategies for each client based on their unique goals and values. Erik's recommendations are not influenced by sales quotas or product commissions, but by objective principles and custom-tailored solutions. Erik works alongside his clients and their other advisors to achieve objectives in a financially efficient and timely manner. By being affiliated with TrustCore, Erik's clients enjoy exceptional service, support and proprietary research.

Erik is a CERTIFIED FINANCIAL PLANNER^TM, Registered Securities Representative, and licensed life and health insurance agent.  Erik has served as an analyst for Baylor  University's Phillip M. Dorr Endowed Investment Fund. Erik earned a bachelor's degree in Business Administration with majors in both Entrepreneurship and Financial Services and Planning from Baylor University. He is a member of the Financial Planning Association and volunteers with the Middle Tennessee chapter of United Cerebral Palsy ^TM. Erik has ten years public speaking experience and enjoys delivering inspirational speeches to schools, church groups, businesses and sports teams in the Nashville community.