The Team

Erwin and Associates Private Wealth Planning
Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Jeri Nutt

Jeri Nutt

Financial Advisor

More about me...

Designations

CFP®, CIMA®

Top Areas of Focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies

VISIT MY WEBSITE

Kendra Maclean

Kendra Maclean

Financial Advisor

More about me...

Designations

CLTC®

Top Areas of Focus

  • Family Finances
  • Intergenerational Planning
  • Retirement Planning Strategies

VISIT MY WEBSITE

Our Staff

Beth Gossard

Beth Gossard

Client Service Manager