Our advisors

Advisor photo for Jeri Nutt

Jeri Nutt

CFP®, CIMA®

Financial Advisor

Learn more about Jeri Nutt Visit Jeri Nutt's website
Advisor photo for C Lancer Erwin

C Lancer Erwin

CPA

Private Wealth Advisor

Franchise Owner
Learn more about C Lancer Erwin Visit C Lancer Erwin's website
Advisor photo for Kendra Maclean

Kendra Maclean

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kendra Maclean Visit Kendra Maclean's website


Our team

Beth Gossard

Beth Gossard

Client Service Manager

Alex Wilson

Alex Wilson

Client Service Specialist

Zoey Ball

Zoey Ball

Client Service Specialist,

Assistant