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Erik L
CFA®, Series 65
Nashville, TN
Focus Partners Wealth, LLC
Erik Larson is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2024. Prior to this, he worked at InterOcean Capital Group, LLC and InterOcean Capital, LLC from 2014 to 2024. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Gregory L
CFP®, Series 66
Southlake, TX
Focus Partners Wealth, LLC
Gregory Lanier is a CFP® with nine years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Jojenco Holdings, Clintsman Financial Planning, and Carter Advisory Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Vanessa W
CFP®
Manchester-by-the-Sea, MA
Focus Partners Wealth, LLC
Vanessa Wieliczko is a CFP® professional with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 16 years at Hoylecohen LLC before joining The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Gordan P
CFP®, Series 63, Series 65
Greenwood Village, CO
Focus Partners Wealth, LLC
Gordan Post is a CFP® with 15 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has held previous roles at Kovitz Investment Group Partners, Transform Wealth, The Milestone Group, and CoBiz Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction through an enhanced open architecture approach that combines active and passive strategies, third-party managers, and private funds.
Eric G
CFP®, Series 65, Series 66
Indianapolis, IN
Focus Partners Wealth, LLC
Eric Giddings is a CFP® with Series 65 and Series 66 registrations based in Indianapolis, IN. He has experience in the financial industry since 2018, including roles at Focus Partners Wealth, LLC, Padgett Business Advisors, Seber Tans PLC, Trifound, and Plante Moran. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
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