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.



Advisors

Eric Erwin

BFA, CRPC, CLTC®, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Eric Erwin's website

Michael Cross

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Michael Cross's website

Kelly Stepp

Financial Advisor

Visit Kelly Stepp's website

Russell Page

CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Russell Page's website

Austin Thompson

Financial Advisor

Visit Austin Thompson's website


Team

Melissa "Missy" Kisman

Melissa "Missy" Kisman

Executive Assistant

Wendy Bressler

Wendy Bressler

Financial Planning Assistant

Theresa Winn

Theresa Winn

Client Service Manager

Eva "Evee" Kauffman

Eva "Evee" Kauffman

Client Service Manager