Erwin and Associates Private Wealth Planning

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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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 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 Tim Mills

Tim Mills

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Tim Mills's website
Advisor photo for Kobe Hood

Kobe Hood

Financial Advisor

Visit Kobe Hood's website


Team

Alex Wilson

Alex Wilson

Client Service Specialist,

Assistant

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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