Eric Hale, CFP®, CPA/PFS, is currently the Principal and Financial Advisor at Abound Wealth Management, LLC, a position held since 2019. Previously, they served as an Assurance Senior at EY from 2012 to 2016 and as the Planning & Finance Manager at Greystone Communities from 2016 to 2019, where their primary responsibilities included coordinating market and financial feasibility analyses and leading various planning and advisory services. Eric earned both a Bachelor's degree in Accounting and Finance and a Master's degree in Accounting from the University of Oklahoma, completing their studies in 2012.
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