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®

Founder and CEO

Office 813-353-1355


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

Advisor

Office 813-426-1051


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Matthew R. Walsh , CFP®, CIMA®

Director of Investments and Planning

Office 813-426-1056


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Rose M. Labiosa , CLU®

Director of Insurance Services

Office 813-426-1049


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Sevy Galati

Associate Wealth Management Advisor

Office 813-426-1050


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Brittney Coffman MSF

Associate Wealth Management Advisor

Office 813-426-1353


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Derek Smith

Associate Wealth Management Advisor

Office 813-353-1355


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Aida Talha

Investment Operations Associate

Office 813-353-1355


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Jennifer McEachern

Office Coordinator

Office 813-353-1355


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