Our Team



We guide financial decisions designed to keep you and your family on the best path forward.

With over 50 years of combined investment experience and over 300 million in assets under management, our team stands ready to partner with you.

Call or email our office to schedule a review or meet with us for the first time. Whether you are updating an existing plan, or beginning the process, our team is ready to assist you.

(800) 627-4340     scheduling@erickey.com