Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Robert D Erling

CFP®, CLU®

Private Wealth Advisor

Managing Partner of Majestic Oak Advisory Group
Learn more about Robert D Erling Visit Robert D Erling's website

Matthew Hunt

CRPC

Financial Advisor

Managing Partner of Majestic Oak Advisory Group
Learn more about Matthew Hunt Visit Matthew Hunt's website

Nickolus Stephens

CFP®, CRPC

Financial Advisor

Managing Partner of Majestic Oak Advisory Group
Learn more about Nickolus Stephens Visit Nickolus Stephens's website

Tyler Johnson

Financial Advisor

Operations Manager
Learn more about Tyler Johnson Visit Tyler Johnson's website


Our team

Debbie Amezquita

Debbie Amezquita

Client Service Manager

Jacob Lew

Jacob Lew

Financial Planning Specialist