Our Team

Chad A. Leigh

Wealth Management Advisor

For all of the numbers involved in financial planning, emotion is often the largest component at play. As a Wealth Management Advisor, I have the unique opportunity to inspire, motivate and challenge people to fulfill their potential....

Gayle Barnett

Insurance Underwriting Specialist

As an Administrative Assistant, I enjoy the variety of tasks and responsibilities while working with people who I consider friends. Approaching 29 years of working with Jim Brubaker, our business has evolved through various product and...

Jacquie Albertsen

Client Specialist

Over the past 30 years, my career has spanned from the insurance related fields, Principal Financial and State Farm. Ever since joining ERSI, there is no place I would rather work. My coworkers are friends and our clients are like...

James Richmond

Client Services Associate

720-876-2323

720-876-2324

James@Exit-Retire.com

James started with ERSI in September 2017 and is in his 18th year in the financial industry. As a Client Services Associate, he supports three financial advisors in all aspects of their business. James is a great resource to facilitate...

Jennifer Kast

Wealth Management Advisor

I began my career at Chase Bank. Having started at one of the biggest firms in the industry, I quickly discovered my desire to work in the financial industry on a more boutique level. When the opportunity to join Jim Brubaker at ERSI...

Jim Brubaker

Founder/President

As the founding principal of ERSI, I strive to increase business value and owner confidence. My philosophy is simple: success starts with goal-setting. All business owners have a vision for their companys future, but few know how to...

Mary Vigil

Operations Manager

Before becoming Operations Manager at ERSI, I started my career in 1993 at Principal Financial Group. I later worked as Office Manager at a John Hancock regional office and have since been with ERSI for over 10 years. I enjoy working...

Sherri Bliss

Wealth Management Advisor

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7208762324

Sherri@Exit-Retire.com

What is a Wealth Management Advisor, anyway? I believe we manage relationships and our clients’ overall level of financial risk first and foremost, and to some extent, we help manage their emotions around investing. We cannot...

Stephen Brubaker

Wealth Management Advisor

To postpone is punishing; to plan is priceless. That has been my philosophy since I started at ERSI, and it continues to dictate the way I work with clients. Through the education component, I help my clients confront their financial...

Tabetha Meier

Client Services Associate

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7208762324

Tabetha@Exit-Retire.com

I began working in the financial industry in 2008 and have served in many roles since, both in front of clients and behind the scenes. I started with LTP in early 2013 and joined ERSI in 2017. Fulfilling my role at ERSI is rewarding in...