Our Team

Eric is a lifelong resident of the Muncie area. He graduated from Muncie Southside High School and then from Ball State University, where he earned a Bachelor's Degree with an emphasis on Corporate Finance and Financial Institutions.

Eric has worked in the Securities Industry since 1999 and enjoys helping clients plan their financial futures. Eric holds his Series 7 and Series 63 Securities License, as well as his Investment Advisor Representative registration with Osaic. In addition, Eric is a licensed Life Insurance, Health Insurance, and Long Term Care Insurance Agent.

Eric is a devoted family man and loves spending time with his wife, Laura, whom he has been married to since 1998, and his children, Joshua, Brennan, and Brittany. His hobbies coincide with time spent with the family. Summer weekends are often spent at the lakes with his family skiing, riding the wave runner and fishing.

Erika is a lifelong resident of the Muncie area. She graduated from Yorktown High School in 2000. She then graduated from Ball State University, where she earned a Bachelor’s and Master’s degree in Business Education. She spent the next 11 years in public education as a high school business teacher. She decided to make a change in career paths and joined the Baize Financial Concepts team in August of 2016 as the Office Manager. Erika wears many hats in the office, but she keeps our office running smoothly that’s for sure!  She primarily interacts with our home office as she processes paperwork and assists us in making sure we provide the highest level of service possible to you and your financial goals.

Erika was married, to husband Bart, in 2008. They enjoy spending time together whether it is at home with their fur-baby or on vacation. Erika’s hobbies include vacationing with her mother, spending time with her dog and family, shopping with friends, and doing Sudoku puzzles.

Brennan spent the first 18 years of his life in the Muncie area, where he graduated from Yorktown High School in 2018. Brennan then moved to Fort Myers, Florida to pursue his undergraduate degree at Florida Gulf Coast University. In 2022, Brennan graduated Cum Laude with a Bachelor’s Degree in Management. 
 
Brennan kickstarted his career in Financial Planning through an internship following graduation. Brennan now holds his SIE, Series 7 and Series 66 licenses, as well as his Investment Advisor Representative registration with Osaic. He also holds his Life, Accident, and Health Insurance license. Brennan's office is in Bonita Springs, Florida, where he is actively serving Southwest Florida and clients all around the United States.
 
In his free time, Brennan enjoys going to the beach, fishing, and playing golf.