Trusted Relationships

Enduring outcomes come from trusted relationships. Our team earns it every day by bringing deep-rooted values, extensive experience, and disciplined thinking to every relationship – guiding decisions with care, clarity, and perspective.

Joshua Erickson, CFP^®, CPWA^®, CPFA^™

Managing Partner

Rob Montierth, CFP^®, CRPC^®, CPFA^™

Managing Partner

Phillip Gomez

Financial Advisor

Ashley Marcelino

Client Associate

Rachel Erickson

Office Manager

Trusted Resources

Our independence gives us the opportunity to work with what we believe to be the best resources, custodians, and technologies in the industry.

Sanctuary Wealth is a client-centric, SEC-registered investment advisor that shares our values and commitment to delivering an exceptional experience. To help us do so, Sanctuary provides us unwavering support, cutting-edge technology, and access to a diverse range of solutions – enabling us to invest our time where it matters most: focused on clients like you.

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BNY Pershing is the largest custodian in the world. BNY custodies over $52 Trillion and is the longest standing operating bank in the U.S., surpassing 250 years.