

Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- ATVs
- Camping
- Horseback Riding
- Outdoor Enthusiast
- Community Outreach
Team Members
Jaclyn SmithRegistered Branch Associate
Tabitha DeFrancoSr. Branch Office Administrator
Crystal KecklerSr. Branch Office Administrator
Nicki HaarbauerBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 07:30AM - 03:30PM |
| Tue | 07:30AM - 03:30PM |
| Wed | 07:30AM - 03:30PM |
| Thu | 07:30AM - 03:30PM |
| Fri | 07:30AM - 03:30PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(262) 577-0028Fax
(877) 222-1632Office Address
4901 60th StreetKenosha, WI 53144opens in a new window
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