About Us

Eric T. Ludwig, Ph.D., CFP®

Eric Ludwig: An Exemplar of Experience and Innovation in Financial Planning
With a career that spans from the cockpit of an airline to the forefront of financial advisory, Eric Ludwig, Ph.D., CFP, is a paragon of diverse expertise. As the Executive Director of The American College Center for Retirement Income and a co-founder of Stockbridge Private Wealth Management, Eric embodies a unique blend of practical experience and academic insight. His journey through pivotal moments in recent history, such as the aftermath of 9/11 and the 2007 financial crisis, has endowed him with a profound understanding of market psychology and investor behavior.

Redefining Retirement Planning with Academic and Practical Wisdom
Eric’s commitment to redefining retirement planning is evident in his creation of Retirement 3.0, a pioneering approach that integrates psychological readiness with financial preparedness for retirement. His role as a professor at prestigious institutions like UCLA and Kansas State University further underscores his dedication to educating the next generation of financial planners. As a leading figure in retirement thought leadership, Eric’s insights are sought after in academic and industry circles globally.

A Trusted Voice in Financial Media and Global Conferences
Eric’s expertise is recognized beyond the classroom and advisory boardroom. He has been a featured voice in top financial publications such as Barron’s, Forbes, and Financial Advisor Magazine, offering his seasoned perspective on retirement planning and financial management. His presentations at numerous industry and academic conferences around the world not only highlight his status as a thought leader but also demonstrate his commitment to sharing knowledge and influencing the future of retirement planning.

Commitment to Excellence at Stockbridge Private Wealth Management
At Stockbridge Private Wealth Management, Eric’s leadership is pivotal in providing fiduciary, low-cost, and personalized retirement planning services. The firm’s ethos, shaped significantly by Eric’s vision, focuses on simplifying investment plans in a complex market, ensuring each strategy aligns with the client’s unique objectives. The holistic approach at Stockbridge, combining financial planning and asset management, is a reflection of Eric’s comprehensive understanding of what it takes to achieve financial success and security in retirement.

Outside of work, you will find him enjoying the outdoors with his wife or coaching one of his daughter’s softball or basketball teams.

Thomas R. Ludwig, CPA

I’m the President and Investment Advisor at Stockbridge Private Wealth Management LLC.  I co-founded Stockbridge with my son because my passion is to use my lifetime of experience to help people achieve their financial goals, so people can do the things they love to do without worrying about their money.

Tom retired in 2014 as Treasurer and CFO of Brakebush Brothers, Inc., a position I enjoyed for 27 years.  He served on the Brakebush Board of Directors from 2011-2014. He has a Bachelor degree in Accounting from the University of Wisconsin-Oshkosh, and an MBA in Finance from the UW-Whitewater.  I’m a CPA, and in addition to being an investment advisor, I’m a member of the WICPA and AICPA.

​During my tenure at Brakebush I was a key player in helping the company establish and execute strategic initiatives to expand and grow the company.  While doing so, the company was consistently profitable. In addition to overseeing the Accounting and Financial operations of the business, I was responsible for Human Resources and Investment Technology (IT) at Brakebush.  I retired from Brakebush at the end of 2014 to simply enjoy the fruits of my own retirement planning and investing, and to help a select group of clients do the same. I know what it’s like to make leap to retirement, and it’s my pleasure to help others along the same path.
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After serving our country in the Marine Corps, I started my career working as an auditor for Deloitte-Touche, one of the worlds largest CPA firms. After leaving Deloitte, I worked in various capacities at Oscar Mayer in Madison, WI.  I started in Internal Auditing but quickly moved into Financial Analysis and International Finance.  The most fun I had during this time was working on several multi-million dollar joint ventures and divestitures, including Venezuela and Puerto Rico. 

I’m married to Kathy, my high school sweetheart, has one son, Eric, and a daughter-in-law, Karen.  In additional to enjoying my winter home in Florida, traveling, and golfing, one my favorite thing is to spend time with my grand-daughter Alex.