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
- Bachelor of Science in Risk Management and Insurance
Florida State University - CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Advisor for Senior Living (CASL®)
- Retirement Income Certified Professional (RICP®)
- Chartered Financial Consultant (ChFC®)
- FINRA Series 7, 6, & 66
- Life/Health/Long-Term Care Insurance Licenses
Jim has over 40 years of experience in the financial services industry. He has dedicated his career to building client relationships based on trust, accountability, transparency and partnership. His goal is to build a team of highly skilled professionals that will help all clients reach their financial goals. Outside of his role at our firm, Jim is an active member of various volunteer and professional organizations.
Jim was born and raised in Tampa, FL. He enjoys spending time with his wife Helen and two daughters, Danielle and Kendall. Both of Jim's daughters attended and played volleyball at Plant High School. Danielle is a former student athlete at James Madison University. Go Dukes! Kendall is a graduate of the University of Virginia. Go Cavs! Jim is a connoisseur of fine wines, loves fishing, volleyball and photography. The Erb family belong to the Hyde Park United Methodist Church.
Bill Becker CFP®, CPWA®, CLU®, CASL®, RICP®
Partner and Private Wealth Advisor
- Bachelor of Science in Finance
University of South Florida - CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor (CPWA®)
- Chartered Life Underwriter (CLU®)
- Chartered Advisor for Senior Living (CASL®)
- Retirement Income Certified Professional (RICP®)
- Chartered Financial Consultant (ChFC®)
- FINRA Series 7, 6, & 66
- Life/Health/Long-Term Care Insurance Licenses
Bill joined Continuum Wealth Partners in 2004. He has over 20 years of experience in the financial services industry. As an Advisor, Bill helps clients develop and implement a comprehensive financial plan that will guide them on the path to financial security. His goal is to engage clients in a partnership that help them feel empowered to reach their goals.
Outside of his role at our firm, Bill is a current board member of the Tampa Bay Estate Planning Council. He served as former President of the USF Tampa Alumni Chapter. He is an alumnus of the 2015 class of Leadership Tampa Bay. He also served as Chairman of the Student Advisory Council for Veterans Elementary School. In his free time, Bill enjoys spending time with his wife, Cristin and his children, Liam and Chloe.
Robert Cox MBA, Ph.D., ChFC®, RICP®, AEP®
Partner and Private Wealth Advisor
- Bachelor of Science in Business Administration - Old Dominium University
- Master of Science in Business Administration – Strayer College
- Doctor of Philosophy in International Business Administration – Kennedy- Western University
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor for Senior Living (CASL®)
- Accredited Estate Planner (AEP®)
- Retirement Income Certified Professional (RICP®)
- Wealth Management Certified Professional (WMCP®)
- FINRA Series 7, 6, 66, and 63
- Life/Health/Long-Term Care Insurance Licenses
Robert has been with Northwestern Mutual since 1998 and has over 21 years of experience in the financial services industry. As a Wealth Management Certified Professional, Robert work closely with his clients to help them gain a clear understanding of investment goals and identify a solution to meet their needs. Together, Robert and his team create a comprehensive plan designed to achieve their clients’ goals, while providing the personal attention needed to help protect their future.
When Robert is not working with clients, he sits on the Board of Directors for The Shepard Center, Hospice Foundation of the Florida Suncoast, and the Morton Plant Mease Foundation. In 2018, Robert co-authored his version of “Life by Design” in connection with Curtis Estes. He considers this one of his greatest achievements. Robert lives with his wife, Holly, and son, Christian, in Oldsmar and enjoys travelling as a family and golfing.
Matthew R. Walsh CFP®, CIMA®, CDFA®
Partner and Private Wealth Advisor
- Bachelor of Science in Finance
Ball State University - CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Investment Management Analyst (CIMA®)
- FINRA Series 7, 6, & 63
- Life/Health/Long-Term Care Insurance Licenses
Matt joined Continuum Wealth Partners in 2012. He has over 12 years of experience in the in the financial services industry. As Director of Investments and Planning, Matt is focused on helping clients build financial plans that can withstand changes in the market and economy. He understands the importance of a comprehensive financial plan that mitigates future risks to the client’s financial success.
Outside of his role at our firm, Matt served as the past President of the Florida West Coast Employee Benefits Council. During his free time, Matt enjoys spending time with his wife Jessica, their son, Cameron. He is an outdoor enthusiast who enjoys boating and fishing.
Brittney Coffman MSF CLU®, CFP®
Associate Private Wealth Advisor
- Master of Science in Finance
University of South Florida - Bachelor of Science in Mathematics Education
University of Houston - FINRA Series 7 & 63
- Life & Health Insurance Licenses
- Chartered Life Underwriter (CLU®)
- CERTIFIED FINANCIAL PLANNER™ Professional
Brittney may work directly with you to:
- Assist in the design of your financial plan.
- Customize and prepare insurance and investment proposals.
- Prepare in-force illustrations, performance reports, and investment research.
- Service your insurance and investment accounts.
- Assistance with online access to view your accounts.
Brittney joined Continuum Wealth Partners in 2020. Prior to joining our firm, she worked in the public-school system for eight years. Outside of our firm, Brittney is a member of the USF Alumni Association and the Junior League of Tampa.
Brittney was born and raised in Texas and became a Floridian in 2018. During her free time, Brittney enjoys boating and beach time with her husband, Taylor, and son, Greyson.
- Bachelor of Arts in Public Relations – University of Wisconsin Whitewater
- Life/Health/Variable Annuities Insurance Licenses
- FINRA Series 6 & 63
Sarah may work directly with you to:
- Schedule appointments with our advisors.
- Provide insurance policy and investment account information
- Service your insurance and investment accounts
- Assist in the design of your financial plan.
- Prepare in-force illustrations, performance reports, and open investment accounts.
- Assistance with online access to view your accounts.
Sarah joined Robert's team in 2015. Prior to joining our firm, Sarah specialized in communications for nonprofit organizations. Sarah’s main focus is to ensure all clients have a meaningful and effortless experience throughout their financial planning process.
Since relocating from Wisconsin in 2013, Sarah spends her weekends as a volunteer "Keeper" at Big Cat Rescue in Tampa. She also enjoys being with her dog, Mischa, and relaxing on the beach with friends.
- Bachelor of Science in Hospitality Management
Florida International University - FINRA Series 7 & 66
- Life & Health Insurance Licenses
Noe may work directly with you to:
- Assist in the design of your financial plan.
- Customize and prepare insurance and investment proposals.
- Prepare in-force illustrations, performance reports, and investment research.
- Service your insurance and investment accounts.
- Assistance with online access to view your accounts.
Noe joined Continuum Wealth Partners in 2021 and has worked in the financial services industry since 2004. Noe was born in Dunedin and raised in Clearwater, Florida. She enjoys spending her free time with friends and family, camping with her husband, Jeff, son Dylan and daughter Isabel.
- Retirement Income Certified Professional (RICP®)
- Chartered Financial Consultant (ChFC®)
- Certified Fund Specialist (CFS®)
- Chartered Life Underwriter (CLU®)
- FINRA Series, 7, 6, and 63
- Life/Health/Variable Annuities Insurance Licenses
Sean may work directly with you to:
- Analyze your investment accounts and strategies
- Assist in the design of your financial plan
- Discuss performance reports in detail
- Service your investment accounts
Sean has been with Robert’s team and Northwestern Mutual since 2009. Sean's main focus is financial analysis of investment accounts and retirement plans, as well as assisting clients with investment related needs.
Sean is an avid golfer and master woodworker. He also enjoys spending time with his dog, Tucker, and traveling to locations on his “bucket list”.
- Chartered Life Underwriter (CLU®)
- FINRA Series 6
- Life/Health/Long-Term Care Insurance Licenses
Rosie may work directly with you to:
- Schedule appointments with our advisors.
- Welcome referrals and networking opportunities.
- Provide individual and group insurance quotes.
- Schedule insurance underwriting exams.
- Provide general insurance policy information.
- Expedite owner/beneficiary changes.
- Facilitate insurance premium payments.
- Process insurance billing method changes.
Rosie joined Continuum Wealth Partners in 1998 and has been with Northwestern Mutual since 1994. Outside of her role at our firm, Rosie is an active participant in various charities that support veterans.
During her free time, Rosie enjoys riding her Harley, fishing, and camping with her husband, Tony. Rosie also enjoys spending time with her three adult children and two grandchildren.
- Life & Health Insurance Licenses
Aida may work directly with you to:
- Open and service investment accounts.
- Assist with retirement plan rollovers.
- 529 plan contributions and distributions.
- Execute ACH and wire transfers.
- Provide general account information.
Aida joined Continuum Wealth Partners in 2019. Prior to joining our firm, Aida worked with a wealth management firm in Virginia. She has also had experience in the mortgage industry. Prior to her career in finance services, she was a member of our armed forces (Air Force).
As a military spouse and mom to two teenagers, Aida enjoys exploring new places and experiencing new cultures. She also enjoys spending time outdoors with her family and being part of a fitness community.