Broker Check

Our Team

Erica D. Dekko, CFP®

LPL Financial Planner

(260) 347-2265

(260) 347-4590

[email protected]

ROLE: Comprehensive financial planning including investment management, retirement planning, education planning, risk management, tax planning and estate planning

EDUCATION: BS in Industrial Engineering and Management, Oklahoma State University, 1992; MBA, Notre Dame University, 2000; Certified Financial Planner, 2006

CURRENT AFFILIATIONS: Cole Center Family YMCA, Oak Farm Montessori School, Dekko Foundation, Freedom Academy and Noble County Economic Development Trust Board

Erlene D. Dekko, CLU®, ChFC®, CFP®

LPL Financial Planner

(260) 347-2265

(260) 347-4590

[email protected]

ROLE: Comprehensive financial planning including investment management, retirement planning, education planning, risk management, tax planning, and estate planning

EDUCATION: BA, Indiana University, 1959; Master of Arts, Ball State University, 1961; Chartered Life Underwriter, 1984; Chartered Financial Consultant, 1984; Certified Financial Planner, 1991

PAST AFFILIATIONS: Cole Center Family YMCA, Kendallville Public Library Foundation, Noble County United Way and Albion Rotary Club

Alisha M. Norris, CFA®

LPL Registered Sales Assistant

(260) 347-2265

(260) 347-4590

[email protected]

ROLE: Provide administrative support for financial planners in the management of client assets, investment research and trading

EDUCATION: BS in Finance and Risk Management & Insurance, Ball State University, 2010; MBA, Ball State University, 2011; Chartered Financial Analyst, 2015

CURRENT AFFILIATIONS: CFA Institute, CFA Society of Indianapolis, Noble County Young Professional Network

Zibby A. Pilnock, FPQP™️

LPL Registered Sales Assistant

(260) 347-2265

(260) 347-4590

[email protected]

ROLE: Customer service

EDUCATION: Financial Paraplanner Qualified Professional, 1999