Green Bay, WI Cormier Rd. Office

Erin Johnson is a financial advisor with CWM, LLC holding a ChFC® designation and Series 65 license. Based in Green Bay, WI, Erin has been with CWM, LLC and its affiliate Carson Wealth since 2026 and has nine years of prior experience at Harbor Wealth Management, LLC. She also worked at the University of Wisconsin Eau Claire from 2014 to 2018. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and a range of retirement-plan solutions, utilizing model portfolios overseen by an in-house Investment Committee and combining multiple analytical approaches and customization tools.

Brent Polzin is a financial advisor with CWM, LLC, holding a Series 66 designation and over 22 years of industry experience. He is currently with Carson Wealth and has previous experience with Harbor Wealth Management LLC and APW Capital, Inc. Outside of his advisory work, he is involved in agriculture as a partner in a cattle-raising business and owns a beef farm where he raises cattle and grows crops. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis with third-party sub-advisors and alternative investments.

Larry Rose is a financial advisor with CWM, LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior work includes roles at Harbor Wealth Management LLC and Comprehensive Asset Management and Servicing, Inc. He serves as treasurer for CASA of Brown County, a nonprofit children's advisory organization. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and incorporates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Cheryl Moss is a CFP® professional affiliated with CWM, LLC, with 29 years of industry experience. She has worked at Harbor Wealth Management, LLC since 2013 and also has roles at Carson Wealth and CWM, LLC starting in 2026. She owns C.MOSS, LLC, a tax planning and income tax preparation business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios governed by an in-house Investment Committee and offers a range of services including retirement-plan solutions with fiduciary oversight and custom investment options.

Eric Heus is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Harbor Wealth Management LLC since 2010 and held a registered representative role at APW Capital, Inc. Heus is also a member-manager at Harbor Wealth Management, an RIA. Additionally, he has worked as a fixed insurance agent since 1994. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan services and fiduciary oversight.