Our advisors

Jeri Nutt

CFP®, CIMA®

Financial Advisor

Learn more about Jeri Nutt Visit Jeri Nutt's website

C Lancer Erwin

CPA

Private Wealth Advisor

Franchise Owner
Learn more about C Lancer Erwin Visit C Lancer Erwin's website

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