CPA, Financial Planner
Eric Lamm is an alumnus of Texas Tech University where he received both his Bachelor of Science in Finance and Accounting and a Master of Science in Taxation. After beginning his post-graduate career as an intern at Cain Watters, he later returned in 2018. He is an Investment Advisor Representative and Certified Public Accountant.
He is passionate about educating not only his clients, but also the underserved north Texas communities. He actively mentors and teaches for the 3to1 Foundation, presenting to students about the values of investing, saving and accumulating wealth. Additionally, he assists each year in the preparation and compilation of the Orthodontic Comparison Report.
“My focus is to build relationships with my clients in order to truly understand what drives them. Determining what financial freedom means to them personally allows me to develop an individualized plan to reach these goals. I find great joy in educating, encouraging and empowering clients throughout every state of their financial plan.”
Eric enjoys volunteering at his church and playing his guitar and piano. He appreciates the time he can spend outdoors playing golf, camping and cycling.