Partners, principals and associates

Eric Flynn Bozeman

777 E Main St
Bozeman, MT 59715

Tel:

406.205.4478


Email: Eric.Flynn@wipfli.com

Eric Flynn, CPA, CFA

Director

Eric Flynn is Wipfli’s alliance manager for private client services coordinated with Creative Planning. An accountant by training, Eric’s Certified Public Accountant (CPA) background, coupled with nearly 20 years of advising high net worth clients, gives him a unique perspective in how to bring accounting and consulting together with wealth management. Eric is also a fifth generation Montana rancher, adding the perspective of being a business owner to his global financial advisory experience.

Certifications

  • Certified Public Accountant
  • Chartered Financial Analyst

Professional memberships and activities

  • Jake Jabs College of Business Advisory Council
  • Montana Ambassadors
  • Bozeman Health Foundation
  • CFA Society Spokane

Services

Private client services

Areas of Focus

  • Wealth management
  • Financial planning
  • Financial services
  • Consulting
  • Business development

Education

Montana State University

  • Bachelor of science degree in accounting
  • Master of professional accountancy