top of page

 Investment Management

&

for individuals, families, and businesses

Financial

Planning Services

Our Team

Kerry.jpeg

Kerry Erickson

Managing Partner,

Financial Advisor

Tim Chair.jpg

Timothy Erickson

Partner,

Investment Advisor

IMG_0398.jpg

Jackie Frantz

Executive Assistant

IMG_0342.jpg

John Erickson

Financial Planning Assistant

team
contact

CONTACT US

33 S. 7th St., Suite 300

Allentown, PA 18101

Tel:  (484) 209-5270

Fax: (484) 450-8712

Click here to view our location

bottom of page