Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Advisor photo for Bridget A Erhard

Bridget A Erhard

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bridget A Erhard's website


Team

Jill Rohlfs

Jill Rohlfs

Operations Manager

Jen Nace

Jen Nace

Client Service Coordinator

Dexter Hopkins

Dexter Hopkins

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