
ERIC STORY
Financial & Strategic Planning Advisor
Grounded financial leadership with big-picture insight.
Eric Story is a strategic financial leader with over 15 years of entrepreneurial and advisory experience, guiding businesses through financial complexity and operational change. As a fractional CFO across industries such as manufacturing, professional services, fuel transportation, and convenience store operations, Eric brings a unique blend of hands-on management and high-level strategy to every engagement.
He partners closely with ownership groups and executive teams to deliver clarity, control, and forward-looking insight. Eric specializes in operational transformation, helping companies prepare for mergers, acquisitions, and generational transitions. His work is grounded in practical financial leadership and a deep understanding of systems integration and scalable process improvement—positioning businesses for long-term success and resilience.
With an entrepreneurial mindset, Eric has played a key role in launching and reshaping numerous ventures across eastern Idaho, with a strong focus on sustainable growth and regional impact.
His expertise also extends to estate planning and wealth management, working with families and business owners to align personal financial goals with evolving enterprise needs. Whether stabilizing day-to-day operations or advising through high-stakes transitions, Eric is a trusted guide at the intersection of finance, strategy, and legacy.
Outside of work, Eric enjoys skiing in the winter and golfing or camping with his family during Idaho’s vibrant summers—making the most of the region’s many natural attractions.
Credentials:
CPA – Certified Public Accountant
CITP – Certified Information Technology Professional
PFS – Personal Financial Specialist