Investment Advisor Representative Tyler graduated from Kansas State University in 2019 with a degree in Personal Financial Planning. He holds his CFP® designation and as well as his Series 65 and Life and Health Insurance licenses. Tyler has a passion for working with clients to help them achieve their financial goals. In addition to his time at ERG, Tyler recently …
Investment Advisor Representative O.J. holds a Series 65 Investment Adviser Representative license, adhering him to the fiduciary standard. He also holds life and health insurance licenses in Kansas, Missouri and other states. O.J. is an alumnus of Kansas State University, graduating with a degree in business administration. O.J. and his wife, Shawna, reside in Olathe with their three children, Hayden, …
Investment Advisor Representative Born and raised in the Pacific Northwest, Jeff graduated with a degree in Economics from Humboldt State University in Northern California and has been a proud Idaho transplant since 1992. Jeff is heavily involved in his community and considers giving back extremely important. He is a long time volunteer in the Jaycees, Rotary and is a US …
Investment Advisor Representative Daniel began his career in the finance industry in 2017 and loves the personal relationships that come from being a Financial Advisor. He loves taking families through the financial planning process to create a personalize financial plan. He believes that everyone has different wants and needs when it comes to financial planning and there’s not a one …
Investment Advisor Representative Chris began his career as an advisor in 2008, helping his clients achieve their unique financial goals. He takes the approach of designing holistic financial strategies for his clients as if they were his own family members or closest friends. At the heart of his practice is a passion for serving and educating clients while building strong …
