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Planning Team

Our team is comprised of seasoned professionals who are passionate about building integrated financial plans with our clients. Our unique planning approach is supported by over 100 years of industry experience and education. We build our relationships based on professionalism, accountability and trust.

James L. Erb Jr.CLU®, ChFC®, CASL®, CFP®, RICP®

Partner and Private Wealth Advisor

Bill Becker CFP®, CPWA®, CLU®, CASL®, RICP®

Partner and Private Wealth Advisor

Robert Cox MBA, Ph.D., ChFC®, RICP®, AEP®

Partner and Private Wealth Advisor

Matthew R. Walsh CFP®, CIMA®, CDFA®

Partner and Private Wealth Advisor

Brittney Coffman MSF CLU®, CFP®

Associate Private Wealth Advisor

Sarah Dupree

Director of Operations

Noelani Higdon CLU®

Associate Private Wealth Advisor

Sean M. Jones CFS

Associate Private Wealth Advisor

Rose M. Labiosa CLU®

Director of Insurance Services

Aida Talha

Investment Operations Associate