

Focus Areas
- Retirement Income Strategies
- Intergenerational Planning
- Business Retirement Plans
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Women Investors
Focus Areas
- Retirement Income Strategies
- Intergenerational Planning
- Business Retirement Plans
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Women Investors
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Basketball
- Chess
- Golfing
- Track & Field
Team Members
Cindy KingSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
Phone
(419) 615-4061Fax
(844) 712-3025Office Address
1800 N Perry St Ste 100Ottawa, OH 45875opens in a new window
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