

Focus Areas
- Entrepreneurs & Business Owners
- Farmers and Ranchers
- Teachers and Professors
- Not-for-profit Organizations
- Healthcare Professionals
- Manufacturing Professionals
Focus Areas
- Entrepreneurs & Business Owners
- Farmers and Ranchers
- Teachers and Professors
- Not-for-profit Organizations
- Healthcare Professionals
- Manufacturing Professionals
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Running
- Reading
- Outdoor Enthusiast
- Community Outreach
Team Members
Sonie PhelpsBranch Office AdministratorFPQP®
Allyssa NatzelBranch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Phone
(989) 463-2663Fax
(855) 295-8675Office Address
320 E. SuperiorAlma, MI 48801opens in a new window
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