At G & G Wealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We can also answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
As an experienced professional, Erica has helped many people just like you with similar issues and concerns. She can help you create an approach that is designed to address your individual situation.
Erica Gargol, CFP®, ChFC®, CDFA®, CFS®
As a CERTIFIED FINANCIAL PLANNER™ Professional, Erica understands that the future brings unique challenges. Erica focuses on helping clients with a full spectrum of investment and planning solutions, ranging from retirement...
John (Jay) Nielsen, MBA, CFP®
John "Jay" Nielsen graduated from Boston University in 1992 with a Bachelor of Arts degree in English Literature and went on to work with Shearson Lehman in New York City. Four years later, he transitioned into broadcast sales and...
Managing Partner with Stratos Wealth Partners
Bobbie Meola is a Managing Partner with Stratos Wealth Partners and works out of the firm's Scottsdale, Arizona office. Bobbie has over thirty three years of experience in the financial services industry. Prior to joining Stratos...
Client Relationship Manager
As Client Relationship Manager for G&G Wealth, Jessica Borum is the key client contact person regarding accounts, general questions, and more. Jessica supports Erica and the G&G Wealth team in a variety of administrative, operational,...
Chief Compassion Officer
Financial planning is often an emotional journey and as our clients’ financial partners, we make it a priority to celebrate their achievements and bring empathy to challenging situations. As G&G Wealth's Chief Compassion Officer,...