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Investment Management
&
Financial
Planning Services
for individuals, families
and businesses
Our Team
Kerry Erickson
Managing Partner,
Financial Advisor
Timothy Erickson
Partner,
Financial Advisor
Jackie Frantz
Executive Assistant
John Erickson
Portfolio Assistant,
Cybersecurity Administrator
Samantha Frantz
Financial Planning Assistant
Katie Lu
Financial Planning Intern
team
contact
CONTACT US
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