One constant that has been with Erb Financial since its early days is that we operate as a team. Though you may primarily deal with one person with your particular need, there is a strong team of people who are in some way involved in getting your work done. This provides consistency and dependability in our offerings, and provides our staff with a deeper well of resources and support in getting the best possible outcome for you. We would have it no other way.
Phil Yargeau started preparing taxes with Erb Financial in 1985, and became licensed as a Registered Representative in 1993. He currently heads up Erb Financial’s Investment team and primarily focuses in this area. Despite other ‘retirements’ in the field, Phil still manages softball, basketball, and running in his spare time. Phil is a co-owner in the firm.
Lorna Erbworks as an investment advisor and registered representative, initially working for JPMorgan Chase before joining Erb Financial in 2023. Lorna is passionate about closing the gender investment gap and making the complex world of investing feel accessible and manageable for all her clients. She keeps the older members of our investment team on their toes, finding ways to use software they didn’t know existed, and bringing a fresh perspective to our portfolio options.
Bob Lee has been a licensed Registered Representative and Investment Advisor with Erb Financial since 1998, after spending his first career with the Eastman Kodak Company as the Director of Human Resources for the Worldwide Research & Development Organization. Bob is an incredibly focused guy who starts out each day with a 10 mile walk before the markets even open. Year round. Really.
Peter Sartori works as an investment advisor at Erb Financial. He is a Chartered Retirement Planning Counselor, CRPC, certified by the College for Financial Planning. Peter started his career as a Financial Advisor at Merrill Lynch, and later moved to Centra Financial Group before joining Erb Financial in 2014.
Sharon Durrant wears many hats in our office and is usually the first person to answer the phone. She is a professional juggler, keeping things organized and working for the rest of us while also being primary support for our tax and financial advisory services. Sharon has been with Erb Financial since 2003.
