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Our Team

Financial Planning and Wealth Management takes expertise and experience followed by dedication and discipline. Erpelding Wealth Management is made up of a team of financial professionals to help you best meet your financial goals and objectives. The team focuses on wealth and risk management tied together in a comprehensive financial plan. All members of the team share this enthusiasm and commitment to a client-focused approach.

Michael Erpelding CLU®, ChFC®, RICP®

Founder and Private Wealth Advisor

Eric Benson CFP®, RICP®, CLU®, ChFC®

Partner and Private Wealth Advisor

Bob Evrard CFP®, RICP®

Partner and Private Wealth Advisor

Cole Lunde CFP®, RICP®, WMCP®

Partner and Private Wealth Advisor

Eitel Dannenfels

Private Wealth Advisor

Kristie J Robinet CLU®, ChFC®, CFP®

Associate Private Wealth Advisor

Bryant McCuddin QPFC

Retirement Plan Specialist

Eric Barber CFP®

Director of Investment Operations and Services

Sean McMeans CFP®

Investment Operations Associate

Alex Lehner CFP®

Financial Planning Analyst

Cassandra Rae Saxton

Client Service Associate

Lisen Stoa

Human Resources Manager

Teresa Diffley

Receptionist