Experienced Advisors. Trusted Relationships.
Behind every strategy is a team committed to understanding the people we serve.
At TRES Wealth Management, our advisors bring decades of experience across tax planning, wealth management, and family office strategy paired with a relationship-driven approach built on trust, transparency, and reliable service.
Eric Kalter
Founder & Managing AdvisorFounder of Kalter Financial Group (1985), Eric brings 35+ years of experience in tax and accounting and over 15 years in financial services. His deep expertise in advanced tax planning, estate strategies, asset protection, and alternative investing makes him a cornerstone in shaping comprehensive wealth solutions for clients.
Eric’s background as a CPA and expert witness in litigation support and healthcare accounting adds unique insight into complex financial structures, ensuring clients benefit from innovative, compliant, and tax-efficient strategies. His proven ability to integrate tax reduction with long-term wealth growth directly supports the firm’s mission of helping clients protect, grow, and serve with their wealth.
Beyond his professional achievements, Eric is dedicated to building lasting client relationships, grounded in trust and reliable service. His leadership provides the new advisory company with the technical foundation and visionary guidance necessary for growth.
Johannes Bremicker
Partner & AdvisorJohannes brings strong leadership experience from both corporate and investment worlds. As President & CEO of ABUS USA, he led a $20M subsidiary, drove 54% growth, and restructured operations while strengthening global ties with Germany and China. Earlier, he managed ERP rollouts across Europe, Asia, and the U.S., and led engineering teams as Production Manager, giving him deep insight into cross-border business structures.
Since 2020, Johannes has overseen family office investments in real estate, private equity, and structured finance across the U.S. and Europe, implementing tax efficient strategies for international holdings. He also serves in nonprofit leadership, guiding finances and operations.
At TRES, Johannes combines global management, private investing, and nonprofit service to help clients achieve disciplined financial growth with purposeful, values-driven advice.
Linda Sanchez
Operations SpecialistWith more than 26 years in financial operations, Linda Sanchez brings both expertise and dedication to her role at Kalter Financial Group. She oversees daily operations with a focus on accuracy, compliance, and efficiency, while always putting clients first. Known for her approachable style and professionalism, Linda is passionate about helping clients feel confident in their financial journey and committed to supporting their long-term success.
Keniko Parham
Financial Planning AnalystKeniko recently joined TRES, supporting the team by analyzing investments and helping craft strategies to achieve client goals. He earned his Bachelor of Science in Business Accounting from Azusa Pacific University in 2024 and brings fresh perspective and dedication to his work.
Outside the office, Keniko enjoys fitness, football, family time, and exploring new ideas through his researchinterests.
A Team Built for Long-Term Partnership
Our team works collaboratively to ensure every client receives thoughtful guidance, consistent communication, and personalized service. We believe strong relationships — built over time — are the foundation of effective financial planning.