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Erich Schwerd is a graduate of Indiana University School of Law (JD ’96) and Kennesaw State University’s Coles College of Business (MBA ’02). He has 14 years experience practicing estate and trust planning and administration. He has 20+ years experience as a financial planner and portfolio manager. He has studied or worked in Saudi Arabia, Singapore, Kenya, and Germany. He is a fluent speaker of German and has a working knowledge of French. He is an active participant in organizations, including chambers of commerce, economics and finance groups, and economic development funds.

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Christopher Blythe, An Investment Advisor Representative (IAR), also an Army veteran with 20+ years of experience in Healthcare technologies. He is a creative problem solver and has a big picture perspective with an eye for essential details.  His expertise includes regulatory compliance, leadership development, process development, P&L management, service contracting, organizational restructuring, call center operations, and business tool selection. With his vast experience in the industry, Christopher has shown a great dedication to the success of his customers.

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