Broker Check

Team

 
Howard Erman is a Certified Financial Planner (CFP), a Certified Retirement Counselor (CRC), an Enrolled Agent (EA), a Registered Representative, President of Erman Retirement Advisory, and a Branch Manager with Cetera Advisor Networks...

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Jill Sterling-Erman is our Director of Operations. Jill has had her securities registration for 23 years. In addition, she is a licensed Marital and Family Therapist and a Board Certified Art Therapist. Jill's success is based upon...

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Alfred Escamilla

Assistant Advisor and Financial Analyst

Alfred Escamilla is our Assistant Advisor and Financial Analyst. Alfred is a Registered Representative with Cetera Advisor Networks. He has helped individuals and families achieve their financial goals by utilizing his vast education...

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Brendan Grimes

Client Account Manager

Brendan Grimes is our Client Account Manager and is also a Registered Representative with CeteraAdvisor Networks. He maintains our clients’ accounts and exhibits superior customer service while tending to their needs. Brendan entered...

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Kristi Dooley is our Administrative Assistant. Her primary skill is Client Services. She makes sure that each client that walks through the door of our office is considered our Family and VIP Guest.

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Maya Erman

Client Service Associate

(562) 546-6021

(562) 596-6024

Maya Erman ensures the office runs smooth on a daily basis. Besides being busy on the phones scheduling client appointments and maintaining our client database, she ensures the office is well-stocked with supplies, printer toner, and...

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When it comes to paying the bills and managing the payroll, Suzi Meinke is our firm’s bookkeeper and accountant. With over 30 years of accounting industry experience, she not only worked for a CPA office for 27 years but also started...

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Lillian Copeland, EA

Enrolled Agent / Tax Expert

(562) 546-6021

(562) 596-6024

Lilian Copeland is our lead tax preparer for our tax services division of our firm. Besides crunching the numbers, she takes the time with our clients to explain and decipher the different tax provisions. She strives to make the tax...

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Sallie Allen is a Certified Financial Planner (CFP®), Registered Representative, and an Enrolled Agent with the Internal Revenue Service. She is a specialist in individual and business taxation and is authorized to represent taxpayers...

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