Our 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 90 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

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

Director of Advanced Financial Planning

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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

Financial Planning Analyst

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Jennifer McEachern

Office Coordinator

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