Our Team

James L. Erb and Associates team photo
Pictured from left: Jim Erb, Matt Walsh, Rosie Fowler, Adriana Botero, Keith Woomer, Bill Becker

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.

 

Our Team

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

Wealth Management Advisor

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

Director of Advanced Financial Planning

Matthew R. Walsh , CLU®, CFP®, RICP®

Director of Investments and Planning

Rose M. Labiosa , CLU®

Adriana Botero

Associate Wealth Management Advisor

Keith Woomer

Investment Operations Associate