Who We Are

Who We Are

Gary Budd

As founder and lead financial advisor of Eagle Crest Financial Services, Gary provides individuals and small businesses a range of specialized, comprehensive financial guidance for investment, retirement, tax, and estate planning, as well as other wealth management needs. He started Eagle Crest in 2000 with the goal of offering holistic financial planning and consulting. 

Gary earned his BSBA from The Ohio State University. After graduation, he spent six years with the CPA firm of Price Waterhouse in the audit and tax departments. He then spent 19 years in various management roles for Fortune 500 corporations. In 2000, Gary decided to enter the financial services industry and start his own firm.

Designations and registrations

  • Certified Public Accountant (CPA)
  • FINRA Series 7 and 66 securities registrations*
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Advisor for Senior Living (CASL)
  • Life, Health, and Long-Term Care Insurance licenses**
  • Dave Ramsey Endorsed Local Provider (ELP) for Taxes, and Long-Term Care Insurance

Awards

  • Gary has earned numerous Top Producer and Outstanding Customer Service awards as a financial advisor with New England Securities and MetLife Securities.
Founders_seal
 

Gary Budd is proud to have been recognized as a Founder's Club advisor for 2016—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

Gary and his wife, Jerilyn, live in Jasper, Indiana. They have three adult children, Joshua, Preston, and Derek. Gary is a member of Shiloh United Methodist Church, OSU Alumni Association, AICPA, and INCPA. In his (little) spare time, he enjoys golf, fishing, boating, and spending time with his granddaughter.

*Held through Commonwealth Financial Network®
**Fixed insurance products and services offered through Eagle Crest Financial Group or CES Insurance Agency

 

Derek Budd

Derek was brought up under the ideals and importance of being a financial representative and, in following in his father’s footsteps, is dedicating himself to a life of helping others achieve financial security. Derek assists individuals and small businesses in developing a customized investment or retirement plan to ensure that they can achieve their short- and long-term financial goals while also protecting them from any unexpected roadblocks that could arise in the future. He works with a team of advisors who pride themselves on working comprehensively with clientele in any life stage or financial situation.

Derek was raised in Jasper since the age of 5 and is a graduate of Jasper High School. He went on to attend Indiana University in Bloomington. He graduated in four years with a BSBA while majoring in finance and accounting. Derek then moved back to Jasper and joined his dad, Gary, at Eagle Crest Financial Services in June 2014.

Designations and registrations

  • Certified Public Accountant (CPA)
  • FINRA Series 7, 63, and 65 securities registrations*
  • Life, Health, and Long-Term Care Insurance licenses**

Derek and his wife, Amanda, live in Jasper, where he is a member of Shiloh United Methodist Church, the IU Alumni Association, and the Rotary Club of Jasper. In his spare time, he enjoys cooking, reading, kayaking, and watching sports with friends and family. 

*Held through Commonwealth Financial Network®
**Fixed insurance products and services offered through Eagle Crest Financial Group or CES Insurance Agency

Eric Kieffner

Eric’s goal is to provide educators, families, individuals, and businesses with the support and guidance they need to meet their short- and long-term financial goals. He works with a team of advisors who pride themselves on working comprehensively with clientele in any life stage or financial situation. He is committed to building long-term relationships with his clients and helping them reach their goals is his number-one priority.

Eric was born and raised in Jasper and is a graduate of Jasper High School. He went on to attend the University of Evansville. He graduated in three years with a BSBA while majoring in finance. Eric moved back to Jasper and joined Eagle Crest Financial Services in June 2014.

Designations and registrations

  • Financial Services Certified Professional (FSCP)
  • FINRA Series 7 and 66 securities registrations*
  • Life, Health, and Long-Term Care Insurance licenses**

Eric is a member of St. Joseph’s Catholic Church and the Jasper Outdoor Recreation Club. In his spare time, he enjoys spending time with family, fishing and hunting, and watching sports.

*Held through Commonwealth Financial Network®
**Fixed insurance products and services offered through Eagle Crest Financial Group or CES Insurance Agency