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

Office 813-353-1355


Email

Read Bio

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

Partner and Private Wealth Advisor

Office 813-426-1051


Email

Read Bio

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

Partner and Private Wealth Advisor

Office 727-725-7100


Fax 727-683-9885


Mobile 727-420-6358


Email

Read Bio

Matthew R. Walsh , CFP®, CIMA®, CDFA®

Partner and Private Wealth Advisor

Office 813-426-1056


Email

Read Bio

Brittney Coffman MSF , CLU®, CFP®

Associate Private Wealth Advisor

Office 813-426-1353


Email

Read Bio

Sarah Dupree

Director of Operations

Office 727-725-7100


Fax 727-683-9885


Email

Read Bio

Noelani Higdon

Associate Private Wealth Advisor

Office 813-353-1355


Email

Read Bio

Sean M. Jones , CFS

Associate Private Wealth Advisor

Office 727-725-7133


Email

Read Bio

Rose M. Labiosa , CLU®

Director of Insurance Services

Office 813-426-1049


Email

Read Bio

Aida Talha

Investment Operations Associate

Office 813-353-1355


Email

Read Bio