Egan joined EBS in 2014 while a finance student at Wright State University. Since that time, Egan has held positions of increasing responsibility in his service to clients of the firm. His education and practical experience provide a strong foundation for his current role. As a Certified Financial Planner, Egan takes time to understand the overall financial picture, goals, and needs of his clients. Egan then provides guidance toward preservation and growth of the investment portfolio for his client and the next generation of his client’s family.
Outside of work, Egan spends time with his growing family, golfing, and motocross. The dedication and focus learned from racing competitive motocross for more than 15 years and attaining his private pilot’s license at the age of 17 are skills Egan continues to utilize today in his personal and professional endeavors.