An alumnus of the University of Wisconsin–Madison, Eric holds a Bachelor of Science in Economics with a Mathematical Emphasis. Since launching his career as a Financial Advisor with Morgan Stanley in 1997, he has dedicated himself to the highest standards of the industry. By earning both the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) certifications, Eric demonstrates a steadfast commitment to professional excellence and a mastery of advanced financial planning strategies designed to help clients navigate complex wealth management needs.

Outside of the office, Eric finds his greatest joy in spending time with his wife, Lynn, and their daughter, Sarah. Whether he is exploring the outdoors through off-roading, following local sports, the Wisconsin Badgers, or enjoying a focused game of poker, Eric brings the same passion to his personal life as he does to his work. He is also a collector of bourbon and has an appreciation of finely crafted wristwatches. Deeply rooted in the Madison community, he is a dedicated advocate for local progress, actively supporting domestic abuse organizations, community food pantries, and his college fraternity’s initiatives to shape our future leaders.

Dylan Packer serves as a Client Service Associate, where he plays a key role in supporting client needs and overseeing the day-to-day operations of the office. With a strong background spanning golf, retail banking, and financial advisory services, Dylan brings a well-rounded perspective and a deep commitment to delivering exceptional client service.

Known for his caring, loyal, and kind nature, Dylan has built his career around creating positive, reliable experiences for both clients and colleagues. He takes pride in his longevity and dedication, having spent over a decade with the same organization across two different companies, an accomplishment that reflects his consistency, adaptability, and strong work ethic.

Dylan was drawn to Madison Wealth Management by the opportunity to grow both personally and professionally within a collaborative team environment. He thrives in structured, well-organized settings where clear communication and meaningful interactions are at the forefront of each day.

Outside of work, Dylan is passionate about golf and enjoys spending time with his family. One of his favorite experiences has been traveling to Disney, first with his wife, and later with their young child, creating lasting memories that he looks forward to continuing in the years ahead. He’s also a fan of The Dan Patrick Show, appreciating its blend of sports and conversation.