Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Advisors

Advisor photo for Eric Erwin

Eric Erwin

BFA, CRPC, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Eric Erwin's website
Advisor photo for Michael Cross

Michael Cross

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Michael Cross's website
Advisor photo for Kelly Stepp

Kelly Stepp

Financial Advisor

Visit Kelly Stepp's website
Advisor photo for Russell Page

Russell Page

CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Russell Page's website
Advisor photo for Austin Thompson

Austin Thompson

Financial Advisor

Visit Austin Thompson's website


Team

Melissa "Missy" Kisman

Melissa "Missy" Kisman

Executive Assistant

Wendy Bressler

Wendy Bressler

Financial Planning Assistant

Theresa Winn

Theresa Winn

Client Service Manager

Kristen Mercado

Kristen Mercado

Client Service Manager