Eric B Waggoner, CFA®, CFP®, CLU®, ChFC®, AEP®

Wealth Management Advisor

My Team

Team photo

 
Nancy Chin

Nancy Chin

Director of Insurance and Group Benefits
Office 517-853-3367

Nancy directs our team’s insurance operations and group benefits. She prides herself on the ability to learn and understand her client's needs, while providing a personal touch in guiding them to the best developing financial strategy.

Nancy holds certification in Michigan for Life, Accident, and Health insurance. She attended Michigan State University where she graduated with a Bachelor of Arts in Marketing.

In her spare time, Nancy enjoys snowboarding, spending time with family, and attending concerts. She is also fluent in Cantonese/Chinese.

 

 
Kiley Anne Eory

Kiley Anne Eory, CFP®

Director of Investments & Planning
Office 517-853-3367

Kiley directs our team’s investment department. She is responsible for developing and maintaining our client programs.

Kiley holds certification in Michigan for Life, Accident, and Health as well as Series 7 and 63 licensure for general securities product qualification. Kiley attended Saginaw Valley State University where she graduated with a Bachelor of Science in Mathematics.

In her spare time, Kiley enjoys cooking, gardening, refurbishing furniture, and spending time with family and friends.

 

 

 
Alex P Eory

Alex P Eory

Associate Financial Representative
Office 517-853-3003

Alex assists our team with financial planning, case preparation, and research.

 

Alex graduated from the University of Michigan with a Bachelor of Science in Cell and Molecular Biology and became interested in investing when he began saving money for his own retirement.

 

In his spare time, Alex enjoys rowing, playing video games, spending time with family, cooking, and taking programming and web development classes through Coursera.

 
Katharine A Nunn

Katharine A Nunn

Executive Assistant
Office 517-853-3003

Katharine is Eric Waggoner’s Executive Assistant. She aids our team in administrative organization, managing client communication, assisting in insurance sales and underwriting, and marketing.

 

Katharine attended Michigan State University where she graduated with a Bachelor of Music in Vocal Performance, and she received a Master of Music from the San Francisco Conservatory of Music.

 

In her spare time, Katharine enjoys performing, playing soccer, and spending time with her dogs: Max and Millie.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck