

Focus Areas
- Charitable Giving
- Estate & Legacy Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Retirement Savings Strategies
Focus Areas
- Charitable Giving
- Estate & Legacy Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Retirement Savings Strategies
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®
Team Members
Kaleigh StradtnerSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(574) 654-3210Fax
(877) 212-8396Office Address
229 W ChestnutNew Carlisle, IN 46552opens in a new window
Mailing address
P O Box 733New Carlisle, IN 46552
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