Meet Your Team

A Team of Professionals that Care about You.

We are changing lives by helping clients achieve financial security in retirement with an exceptionally qualified, focused, and results-oriented team of planning, investing, advising, and fiduciary professionals.

Our investing and support team efforts are successful because we are committed to serving clients with courtesy, promptness, accuracy, warmth, and honesty.

Our vision is to continue to be the leading Delmarva area resource in helping people formulate, successfully navigate, and subsequently achieve their financial plans and goals for their retirement futures.

Meet Our Advisors

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Eric W. Johnston, CFP®, President & Financial Advisor

I founded InFocus Financial Advisors in 2005 to start a narrowly focused business. One that focuses on transitioning people into retirement and making their retirement what they want it to be – the best it can be.

At InFocus Financial Advisors, we act as fiduciaries. Focusing on what people need to do to be successful in retirement. We put your retirement InFocus.

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Robert Jeter, CFP®, CRPC®, Vice President & Financial Advisor

I joined Eric in 2016 when my wife and I moved to the Eastern Shore after growing up in Annapolis, MD. After starting in the industry at a large firm that was largely focused on product sales I was disenchanted and wanted a fresh start with an independent and client-first-focused firm. Enter my start at InFocus Financial Advisors.

410-677-4848 Schedule A Complimentary Consultation Meet Robert

Robert Jeter, CFP®, CRPC®, Vice President & Financial Advisor

Phone: 410-677-4848

Each client has a lead advisor, but both advisors work for all of our clients. The lead advisor coordinates your overall strategy and financial planning steps. Our entire team works towards implementing your plan.

Meet Our Experienced Support Team

Carol Kurtz

Carol Kurtz, CPA, PFS, Director of Operations

Carol is our Director of Operations.  She provides our client account services and investment strategy maintenance.  Whenever an operational need arises, Carol is the one to call. For our investment clients, when you need a distribution from your investment portfolio, or an account balance, or a tax form, she provides world-class client services. Carol is a Certified Public Accountant and Personal Financial Specialist. While we do not do taxes, Carol brings a great attitude and enormous abilities to our team.  Carol is a graduate of Salisbury University on Maryland’s Eastern Shore. 

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Gregory Holman, FPQP®, Senior Relationship Manager

As a Senior Relationship Manager and a Registered Administrative Assistant through Cetera Advisors LLC, Greg’s primary focus is on financial planning and forecasting for the firm and assisting the lead advisors to achieve retirement success for our clients. Greg has a strong passion for assisting clients in their financial affairs and is happy to be part of the InFocus Financial Advisors team. Greg has 8 years of finance experience ranging from Banking to Wealth Management and plans to stay in the business until the day he retires.

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Lindsey Lloyd, Operations Associate

Lindsey is an Operations Associate here at InFocus. Lindsey’s primary focus is supporting the InFocus team by conducting investment and economic research. Lindsey is a member of the Investment Committee, which meets on a weekly basis to discuss risks and opportunities in the market and economy.

Contact Us Today

We would love the opportunity to become your trusted advisor