Erwin and Associates Private Wealth Planning

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Erwin and Associates Private Wealth Planning
Team photo for Erwin and Associates Private Wealth Planning

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Advisors

Advisor photo for C Lancer Erwin

C Lancer Erwin

CPA

Private Wealth Advisor

Franchise Owner
Visit C Lancer Erwin's website
Advisor photo for Jeri Nutt

Jeri Nutt

CFP®, CIMA®

Financial Advisor

Visit Jeri Nutt's website
Advisor photo for Kendra Maclean

Kendra Maclean

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Kendra Maclean's website
Advisor photo for Kobe Hood

Kobe Hood

Financial Advisor

Visit Kobe Hood's website


Team

Alex Wilson

Alex Wilson

Client Relationship Director

Qualifications

  • State of Idaho Notary

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Zoey Raymer

Zoey Raymer

Client Service Specialist,

Assistant

Qualifications

  • State of Idaho Notary

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