

Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Business Retirement Plans
- New Investors
- Wealth Strategies
Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Business Retirement Plans
- New Investors
- Wealth Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Baseball
- History and Museums
- Reading
- Painting
Team Members
Erica ButlerSr. Branch Office Administrator
Zachary TrujilloBranch 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 | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(570) 948-9777Fax
(833) 276-2192Office Address
23 East Ave Suite 1Wellsboro, PA 16901opens in a new window
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