

Focus Areas
- Divorce Finances
- Retirement Savings Strategies
- Sustainable Investing
- Charitable Giving
- College Savings
- Hispanic Family Finances
Focus Areas
- Divorce Finances
- Retirement Savings Strategies
- Sustainable Investing
- Charitable Giving
- College Savings
- Hispanic Family Finances
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Traveling
- Active Lifestyle
- Movies & Entertainment
Team Members
Ellie Jo WilsonSr. Branch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 03:30PM |
| Tue | 08:00AM - 03:30PM |
| Wed | 08:00AM - 03:30PM |
| Thu | 08:00AM - 03:30PM |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(319) 512-7233Fax
(844) 703-1223Office Address
115 E 3rd StWest Liberty, IA 52776opens in a new window
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