

Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- New Investors
- Business Retirement Plans
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- New Investors
- Business Retirement Plans
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Coaching Sports
- Volunteering
- Community Outreach
Team Members
Lindsay RoccoSr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 07:00PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(419) 443-1085Fax
(877) 479-2148Office Address
2459 W Market StTiffin, OH 44883opens in a new window
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