EGL Financial
Eric G Larson
Founder and Principal
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Kreigh J. Foster
CFP®, ChFC®, CLU®, CASL®
Director of Financial Planning
As Director of Financial Planning & Investments with EGL Financial, Kreigh plays a critical role in helping our clients achieve their financial goals and objectives. He has been working in the industry since 2007 and joined EGL Financial in December 2013. Kreigh’s extensive experience and attention to detail make him highly skilled at creating financial plans and making investment selections for client portfolios.
After earning his degree in Accounting from Butler University, Kreigh began pursuing industry designations and has earned the titles of CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®). He also holds his Florida 2-15 Life, Health, and Annuity License and the Series 7 and Series 63 Investment Licenses.
Kreigh enjoys spending his free time with his wife, Cassie, and their two puggles, Wrigley and Addison, woodworking, gardening, and attending concerts and sporting events.
Lindsey Gull
Director of Insurance Operations
As Director of Insurance Operations, Lindsey helps to ensure clients’ needs are met. Her experience in financial services spans almost two decades. Along with her extensive industry experience, she brings strong organizational skills and a love of helping individuals and families achieve financial security.
In her role, she works with our clients to ensure that the underwriting, claims, and service process is completed in a timely, smooth, and efficient manner. She oversees the overall client experience and seeks operational improvements to provide our clients with the best service. Her combination of proficiencies is not only beneficial to the clients of EGL Financial. but also internally for the team.
Lindsey joined EGL Financial in 2005, making her the longest tenured member of the team. She holds her Florida 2-15 Life, Health, and Annuity License.
In her spare time, Lindsey enjoys spending time with her family, traveling, and supporting community events.
Bret Ptack
CPA, CFP®, CIMA®
Director of Investment Operations
As Director of Investment Operations, Bret plays an important role in delivering customized investment solutions for our clients. Bret’s extensive knowledge and experience allow him to implement and monitor individually tailored client portfolios.
After receiving his degree in Accounting and Finance from Florida State University, Bret decided to further his education and earned his MBA from the University of Miami along with a Master of Science in Finance degree from the University of Tampa. He has earned the designations of Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Investment Management Analyst® (CIMA®). Bret holds the Series 7, 9/10, and 66 investment registrations along with the Florida 2-15 insurance license.
Bret was born and raised in Lakeland, FL, and now lives in Lutz with his wife, Jen, his daughter, Adriana, and his son, Easton. Bret also honorably served in the Marine Corps as an AAV Crewman.
Professional
Eric is the Founder and Principal of EGL Financial Wealth Management, with Northwestern Mutual. He began his career as an intern with Northwestern Mutual in 1995 during his senior year at the University of South Florida and never looked back. As a Wealth Management Advisor, Eric knows that his role in people's lives comes with great responsibility. It is important to him that in every circumstance, his clients are prepared to manage life's financial challenges and opportunities. Eric uses his passion and care for people to help his clients be forward-thinking and creates personal financial plans for them to use as a roadmap to achieve their goals.
Eric understands that success comes from surrounding himself with caring, talented individuals, and he is incredibly proud of the team he has helped build to date. It is important to Eric that his clients understand that they never just hire him. They get his whole team of uniquely qualified individuals who each specialize in a different aspect of the wealth management experience.
Born and raised in Lakeland, FL, Eric has been a lifelong member of Resurrection Catholic Church. Giving back to the community is incredibly important to Eric, and there are numerous organizations he has provided various kinds of support over the years.
Eric is married to his wife, Buffy, and they have two boys, Jake and Alex. Jake is a graduate of Resurrection Catholic School and Bartow international baccalaureate high school he's currently a junior at University of South Florida with plans to become a history professor. Alex is also a graduate of Resurrection Catholic School and is a graduate and the valedictorian of Santa Fe Catholic high school class of 2024. This fall he will be attending the University of Florida pursuing a degree in finance.
When he's not working or attending family and children's activities, you might find Eric on his boat in St. Petersburg chasing snook, redfish, and tarpon.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
