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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management
  • Business planning

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Is the future of my business in danger if something happens to me or an employee?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Erin Knodel, CFP, CLTC

Financial Advisor, Managing Director



Erin has been serving clients as a financial advisor since 2002 and is Series 7 and 63 licensed. She graduated from Northern Kentucky University with a Bachelors of Science in Finance and is a Certified Financial Planner. Erin...
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Matthew Willig, JD*, MBA

Financial Representative, Registered Representative



Matt has been serving clients as a financial and registered representative since 2004 and is Series 6 and 63 licensed. He graduated from the University of Kentucky with a Bachelors of Science in Marketing and Management, and from...
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