Meet the Team

Eric, leveraging over three decades of experience in financial services, wholeheartedly dedicates himself to guiding families and entrepreneurs through the intricate landscape of significant financial decisions. His extensive background encompasses navigating market fluctuations and adeptly handling both anticipated and unforeseen events, equipping him to steer clients through peaceful and tumultuous times.

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Joseph serves a wide spectrum of individuals and their families, including business owners, nurses, teachers, farmers, corporate executives and retirees. He uses his strong listening skills to learn about their life experiences, identify their objectives, and discover their impetus for moving forward. He conducts himself with empathy, integrity and loyalty, so his clients can be confident in knowing he will not only do what he says he will, but do what’s right.

Matt Milholland brings experience from multiple other local financial entities to the practice. He is best known for helping a select group of individuals and business owners execute major financial decisions. Matt truly enjoys that Milholland & Mitchell Financial Group is a relationship-based business and feels blessed to work with such amazing families. Prior to joining, Matt was a Financial Advisor at Skylight Financial Group, MetLife Premier Client Group and McCloy Financial Services. He earned a B.S. in Finance from Indiana Wesleyan University where he also played golf for four years. He also earned his CERTIFIED FINANCIAL PLANNER^™ designation in 2018.

Jake Kehoe was our first intern in the summer of 2021. Jake accepted a full-time position to begin working in the Spring of 2022, after graduating from Gardner-Webb with his MBA. At Gardner-Webb University, Jake was also a part of the golf team. In the time since, he has acquired his Series 7 & 66 license. Jake is also a licensed life insurance agent through the state of Ohio. He enjoys building financial plans for clients as well as spending his free-time training for Ironman events. Outside of training, you can count on him to be cheering on the Cleveland Browns!

Jordan joined Milholland & Mitchell Financial Group in November 2022, new to the industry, but eager to learn. She has worked in various industries over her career, including the dental field and a home services company. She handles a lot of the behind-the-scenes work and she is studying to be FINRA Series 7 & 66 licensed. Jordan has an eye for detail, impeccable organizational skills, and a positive attitude. We are fortunate to have her on the team.

Brenda joined Milholland & Mitchell Financial Group in January 2024. She is new to the financial industry and very grateful to be part of a team and culture where people are a priority and deeply valued. She has extensive experience in client support, managing projects, and leading high-performing, collaborative teams in the telecommunications industry for 20+ years where she received multiple awards. She also served in several roles at Rosedale Bible College where several highlights were singing in the Chorale, directing/producing full-length plays, and founding Salt & Light Co., a small drama/musical group that traveled during summer months.