Our Qualifications

W. Larry Erwin

Larry has been providing Financial Planning Services to businesses and individutals since 1973.

He has over $25 million in assets under management

He has attained professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College, Byrn Mawr, Pa.

He is a Investment Advisor Representative of Ameritas Investment Corp.

He is a graduate of Western Kentucy University, Bowling Green, Ky.

Member of the Board of Directors of The New Mexico Baptist Foundation-currently serving as Chariman of the Investment Committee

Past President of the Clovis Rotary Club
Awarded Rotarian of the Year for 2002 by the Clovis Rotary Club

Voted "Best Financial Planner of the Year 2010" Readers Choice Awards, Clovis News Journal

Director of Clovis Rotary Club Soap Box Derby