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 80 years of industry experience and education. We build our relationships based on professionalism, accountability and trust. We take customer service very seriously. We are committed to providing exceptional customer service to all of our clients.

Pictured from left: Rosie Fowler Bill Becker Matt Walsh Jim Erb 

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

Wealth Management Advisor

Ph: 813.426.1049

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William J. Becker, CLU®, ChFC®, CASL®, RICP®, CFP®

Director of Advanced Financial Planning

Ph: 813.426.1051

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Matthew R. Walsh, CLU®, CFP®, RICP®

Director of Investments and Planning

Ph: 813.426.1056

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Rose M. Fowler, CLU®

Director of Insurance Services

Ph: 813.426.1049

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Phil Smith

Director of Investment Operations

Ph: 813-426-1050

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Brendan Schreiner

Associate Financial Representative

Ph: 813-570-8517

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