Your 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. We take customer service very seriously. We are committed to providing exceptional customer service to all of our clients.

 

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

Founder and CEO

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

Advisor

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Matthew R. Walsh , CLU®, CFP®, RICP®, CIMA®

Director of Investments and Planning

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Rose M. Labiosa , CLU®

Director of New Business and Communications

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Sevy Galati

Associate Wealth Management Advisor

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Brittney Coffman

Associate Financial Representative

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Derek Smith

Associate Wealth Management Advisor

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Aida Talha

Investment Operations Associate

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Jennifer McEachern

Office Coordinator

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