Our advisors

Jeri Nutt

Jeri Nutt

CFP®

Financial Advisor

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

C Lancer Erwin

CPA

Private Wealth Advisor

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

Kendra Maclean

CLTC®

Financial Advisor

Certified Long Term Care®
Learn more about Kendra Maclean Visit Kendra Maclean's website

Our team

Beth Gossard

Beth Gossard

Client Service Manager

Sharon Galleher

Client Service Specialist

Tim Mills

Tim Mills

Financial Planning Assistant