

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Coaching Sports
- Baseball
- Basketball
- Gardening
- Fishing
Team Members
Joanna McCleerySr. Branch Office Administrator
Desiree ThompsonBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(765) 649-8655Fax
(877) 222-6366Office Address
1424 E 8th StreetAnderson, IN 46012opens in a new window
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