James Benjamin Bell Jr

Erica Wright, MBA, CFP®, ChFc® is Co-Founder and Partner of The Bell & Wright Financial Group. 

You will often hear JB refer to her as the female version of himself...just way smarter. 

Erica is passionate about planning and leads with integrity. She also oversees our team's investment strategy.  

Fun Fact: Erica is the proud mother of two sets of twins! 

Pat Kohler is our Business Owner, Executive Benefit and Employee Benefit Planning Specialist.

Pat brings 28 years of experience to our team. 

Pat specializes with helping business owners do the following:

• Determine the most appropriate exit strategy in the event of a death, disability, retirement or sale of their business.
• Coordinate their own retirement plan with the transition of their business
• Set up effective executive retention programs while maintaining control of their business.
• Put together the most competitive fit, finish and design of their employee benefit and retirement plan programs.

Adam assists in complex estate planning cases. 

Andy assists with complex investment and employer retirement plan cases.

Ian assists us when working with Ultra High Net Worth Individuals as well as complex insurance and annuity cases.

Ian Freeman ranks in the top 60 in career production at Northwestern Mutual.

Ian is a sought after, nationally and internationally known speaker who regularly gives both motivational and informational presentations on the financial services industry.

Dennis serves as a mentor and advisor to me. He has over 42 years of experience as an advisor and has selflessly provided much needed wisdom throughout my career.

Brett assists with fee based planning clients. Brett is also an author and thought leader in the industry. I partner with him to strategically plan my public speaking opportunities.