When Erik Milam first learned as a young child he had cerebral palsy, doctors told him he would never be able to climb stairs without clinging to the railing.Thanks ‚Ā¶@SpiralSpineTN‚Ā© for a great workout to start to 2019! https://t.co/UkzV60gbuzTuesday, Jan 01, 2019 12:32PM @erikmilam
But that didnít stop him from playing on a championship high school football team, and it didnít stop him a few weeks ago from running in a 5K road race.
Mr. Milam, a financial planner at TrustCore Financial, also had such a severe stutter as a child that he couldnít even answer the phone.
These days, as board president of the Middle Tennessee chapter of United Cerebral Palsy, he regularly gives speeches about overcoming obstacles.
ďIíve done some things in my life that people told me Iíd never be able to do, but growing up and having some obstacles to overcome has made me a stronger person,Ē he said. ďThatís why I love what I do, because I view doing financial planning as a way to help people overcome their obstacles and get to their goals.Ē
Mr. Milamís first taste of the financial services industry came during a summer internship at an insurance company while he was still in college.
ďThe internship helped me realize I didnít want to be in a job that was based on a product; I wanted to be focused on the client,Ē he said. ďWhen I started taking some of the pre-requisite financial planning classes, I realized I didnít know enough to be doing what I was doing during that summer internship. It really rocked my world.Ē
Mr. Milam has used that experience, as well as those in his personal life, to build a book of business based on holistic financial planning. A certified financial planner and registered life planner, his words to clients and prospects on his companyís website proclaim: ďMy clients understand that I provide them with more than just financial guidance, but aim to help them establish a life of greater personal satisfaction and well-being.Ē
ó Jeff Benjamin
Director of financial planning ó Western U.S., BMO Private Bank