Broker Check

Team

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.

 

As a CERTIFIED FINANCIAL PLANNER™ Professional, I understand the unique challenges the future may bring. My focus is on helping clients navigate a full spectrum of investment and planning strategies, from retirement planning...

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I am delighted to be a part of the team as the Director of Advisor Services. My academic journey began at Illinois State University, where I earned a B.A. in Finance with a minor in Financial Planning. During my four years as...

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As the Client Relationship Manager at G&G Wealth, I am your primary contact person for all matters related to accounts, general inquiries, and more. My role involves providing essential support...

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John (Jay) Nielsen, MBA, CFP®

Wealth Advisor, Stratos Wealth Partners

I am a Boston University graduate with a Bachelor of Arts in English Literature. My professional journey began with Shearson Lehman in New York City, where I spent four years before transitioning into broadcast sales and management...

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Bobbie Meola

Managing Partner with Stratos Wealth Partners

I am a Managing Partner with Stratos Wealth Partners based in the Scottsdale, Arizona office. With over thirty-three years in the financial services industry, my expertise has been honed through various roles...

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Jordan Miller

LPL Financial - Marketing Consultant

Jordan is a Marketing Consultant with LPL Financial. She assists us in planning our marketing efforts and helps us stay on top of recent marketing trends.

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Jacob Stewart

Director of Information Technology, Stratos Wealth Partners

As the Director of Information Technology for Stratos Wealth Partners, I lead a dedicated team offering comprehensive helpdesk support across the entire firm. My role encompasses...

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Biscuit Gargol

Chief Compassion Officer

In my role as G&G Wealth's Chief Compassion Officer, I'm on a mission to enhance smile ratios, boost the Welcoming Atmosphere Index, and let our clients know just how thrilled...

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