

Focus Areas
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Intergenerational Planning
- Estate & Legacy Strategies
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Intergenerational Planning
- Estate & Legacy Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Fishing
- Hunting
- Woodworking
- Karate
- Golfing
Team Members
Samuel CaleyAssociate Financial Advisor
Deidre HuderleSr. Branch Office Administrator
Rachel McCainSr. Branch Office Administrator
Tracy WilkersonSr. 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 - 12:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(765) 675-9535Fax
(888) 886-3602Office Address
425 E Jefferson StTipton, IN 46072opens in a new window
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