Our Team
Erica D. Dekko, CFP®
LPL Financial Planner
(260) 347-4590
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
Alisha M. Norris, CFA®
LPL Registered Sales Assistant
(260) 347-4590
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, Kendallville Area Chamber of Commerce and Kendallville Day Care Center.
Zibby A. Pilnock, FPQP™️
LPL Registered Sales Assistant
(260) 347-4590
ROLE: Customer service
EDUCATION: Financial Paraplanner Qualified Professional, 1999