Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Majestic Oak Advisory Group
Team photo for Majestic Oak Advisory Group

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Our advisors

Advisor photo for Robert D Erling

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
Advisor photo for Nickolus Stephens

Nickolus Stephens

CFP®, CRPC

Financial Advisor

Managing Partner of Majestic Oak Advisory Group
Learn more about Nickolus Stephens Visit Nickolus Stephens's website
Advisor photo for Matthew Hunt

Matthew Hunt

CRPC

Financial Advisor

Managing Partner of Majestic Oak Advisory Group
Learn more about Matthew Hunt Visit Matthew Hunt's website
Advisor photo for Tyler Johnson

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

Bobby Erling

Bobby Erling

Operations Assistant

Jeannie Brown

Client Service Coordinator

Luke Demary

Luke Demary

Operations Assistant