

Focus Areas
- Wealth Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
Focus Areas
- Wealth Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Hiking
- History and Museums
- Spending Time with Family
- Traveling
Team Members
Beth HackettSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(937) 335-3663Fax
(888) 220-6857Office Address
518 W Main StTroy, OH 45373opens in a new window
Mailing address
P O Box 369Troy, OH 45373
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