Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Vintage Cars
  • Wine Collecting/Enthusiast

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 09:00AM - 05:00PM
Tuesday 09:00AM - 05:00PM
Wednesday 09:00AM - 05:00PM
Thursday 09:00AM - 05:00PM
Friday 09:00AM - 05:00PM
Saturday Closed
Sunday Closed

Additional Hours

  • Evenings

Fax

(888) 271-2506

Branch Team

  • Paula Wentzel
    Sr. Branch Office Administrator
  • Marla Adams
    Branch Office Administrator

Office Address

714 North Main Street
Suite 103
Rochester, MI 48307
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