Eileen Holmes is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. She holds a Series 63 designation and previously worked at Churchill Management Group for over five decades. Outside of advising, she serves as Executive Vice President and Secretary-Treasurer of Chartwell Properties, Inc., a property management and accounting company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within an enhanced open architecture framework.

Robert Peterson is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Focus Partners Wealth, LLC since 2025 and has been with Churchill Management since 2004. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.