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The AmeriFlex Group® Continues Affiliation Model with ERSI Wealth Management’s $400MM Centennial, CO Office

Stephen Brubaker, CFP®, AIF®, CLU® partners with The AmeriFlex Group®

Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. Specializing in providing Financial Planning advice, the ERSI Wealth Management team consists of Stephen Brubaker, CFP®, AIF®, CLU®, Jim Brubaker, CLU®, ChFC®, Gary Sidder, Ph. D, CFP®, Brian Brubaker, AIF® and Jenny Kast, CFP®, CPFA®, AIF®. The entire ERSI Wealth Management team takes great pride in helping clients achieve their financial goals.

Brubaker says, “We weren’t unhappy with our previous relationship, however after speaking with others who have had success with their move to TAG, we examined the opportunity in detail. We chose to look at our options through a long-term lens and it became clear to make the move. We are excited to be a part of a dynamic group of like-minded advisors. As a planning-first, team-based firm, we find ourselves with many colleagues we can learn from and continue our growth at ERSI Wealth Management.”

Thomas Goodson, President & CEO of The AmeriFlex Group® commented, “Steve and his team conducted a deep due diligence process on TAG – they left no stone unturned. We feel honored and fortunate to be the ones that they chose in the end. Steve and his team exemplify the quality partner-advisor that The AmeriFlex Group endeavors to attract. They are highly respected professionals in their community and known for providing excellent planning-first advice.”

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The AmeriFlex Group® is recognized as The Home for Hybrids® ( – BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned-and-operated by its advisor members & partners.