At 46 Peaks Investment Advisory Group, you’ll find a close knit team of like-minded professionals dedicated to helping our clients achieve the clarity, confidence, and control that is critical to achieving financial goals and enjoying the journey along the way. Our three founding members all have the following in common:
- Each has over 20 years of experience in financial services.
- Each has been a Certified Financial Planner® professional for at least 20 years.
- Each is particularly passionate about investment management, constant learning and ongoing research. We are not “me-too” kind of people that take the easy way – it’s in our DNA to aim higher than average, challenge the status quo, and deliver differentiated solutions.
- We all enjoy the outdoors – particularly the 46 Peaks area in the New York Adirondacks.
Make sure your co-workers have three characteristics:
If they don’t have the first, you better hope they don’t have the other two.
Erik Mosholt, CFP®
Erik is one of the firm’s founders and is our Chief Investment Officer. He began his career in 1990 and spent the next 14 years working at several large firms on a broad variety of investment management functions including asset allocation, money manager research, product development, client reporting, and more. Witnessing the many conflicts of interest and bureaucracy ingrained in large firms, in 2005 Erik left Wall Street behind for good to help clients pursue their financial goals in a more flexible and less conflicted environment.
Erik is a Certified Financial Planner (CFP®) with an undergraduate degree in Finance from Boston College. An avid golfer, hockey player and auto enthusiast who enjoys spending time on the West Coast of Florida, Erik lives in Red Bank, New Jersey with his family.
Louis Fancher III, CFP®
Louis is our Director of Financial Planning and one of the firm’s founders. Louis spends most of his time working directly with clients, applying his more than 20 years of experience with estate and wealth planning, investment management, executive benefit planning and sophisticated life insurance planning. Louis is a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). He also has an MBA and a Masters of Science in Financial Services. Louis’ passion for financial planning and investments led him to write his MBA thesis on “Investment Strategies.”
Louis is a true outdoorsman - an Ironman triathlete, ultra-marathoner, and he has hiked all of the 46 Peaks, which makes him an ADK 46er. Prior to his financial service career, Louis served as an Infantry Officer in the 82nd Airborne Division. Nowadays, he is active in his church and local charities. Louis and his wife live in Bucks County Pennsylvania with their two sons.
Brad Heindel, CFP®
Brad is our Director of Research and Portfolio Management, working closely with Erik, Lou, our clients and other advisors. A co-founder of 46 Peaks, his more than 20 years of experience at both large and boutique firms helps provide the breadth and depth of knowledge critical to the effective integration of our financial planning and investment management services.
Brad is a Certified Financial Planner (CFP®) professional and holds a BS in Finance from Bloomsburg University. Outside of the office, you can find Brad actively involved in several local youth sports organizations or spending time in the Adirondacks with his family. He resides in Newtown, Pennsylvania with his wife and their three children.
Allison Jaffe serves as the Chief Compliance Officer of 46 Peaks LLC. She has over 26 years of varied experience in the financial services industry in both the retail and institutional Broker/Dealer space, as well as the wealth and asset management Registered Investment Advisory space.
In 2008, Allison became a compliance officer for a national independent Broker Dealer. Since that time, she has served as CCO for various firms, most recently working as an independent Compliance Consultant.
Allison received her undergraduate degree in Communications Management with a minor in Marketing from the University of Dayton in 1992. She enjoys the outdoors and spending her free time at the beach and boating with her family. Much of her free time is spent on a soccer field with her children who are both dedicated soccer players. Allison lives in Navesink, NJ with her husband two children.
Pat has a diverse background which includes being a certified paralegal and the owner/operator of a nursery school for 7 years. Pat has also spent 25 years as an executive assistant to two CEO’s in Bucks County, PA and Pennsauken, NJ before moving to the Newtown area.
Pat understands her role and responsibilities and looks at the larger mission of businesses to ensure their success. She joined Louis Fancher in 2011 and resides with her family in Richboro, PA.
As our Client Service Specialist, David’s focus is to ensure that our clients receive superior customer service, administering their accounts, answering their questions both promptly and accurately, and making any headaches disappear as quickly as possible. He excels at bringing order to business practices and operations so that client relationships run smoothly.
Originally from New England, David has over 30 years of varied experience in the financial services sector, having concentrated on institutional retirement plan administration, large-scale financial systems conversions and corporate training and development. He holds both an undergraduate and graduate degree from the University of Connecticut. When David is not working, he likes to travel, write fiction and spend time with his family and dog. He is also a film buff and enjoys writing film reviews through his social media.