

Focus Areas
- Sustainable Investing
- Estate & Legacy Strategies
- Charitable Giving
- Business Retirement Plans
- Retirement Savings Strategies
- Not-for-profit Organizations
Focus Areas
- Sustainable Investing
- Estate & Legacy Strategies
- Charitable Giving
- Business Retirement Plans
- Retirement Savings Strategies
- Not-for-profit Organizations
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®CEPA®
Certified Exit Planning Advisor®
Team Members
Cortney SarnaSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(734) 761-5309Fax
(888) 311-2232Office Address
213 N MapleAnn Arbor, MI 48103opens in a new window
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