

Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Not-for-profit Organizations
- Corporate Executives
- Entrepreneurs & Business Owners
- Charitable Giving

Certifications
WMCP®
Wealth Management Certified Professional®AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Community Outreach
- Spending Time with Family
- Volunteering
- Pets
- Sports Enthusiast
Team Members
- Maureen McKuneSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 07:00AM - 05:00PM |
Mon | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Fri | 07:00AM - 04:00PM |
Fri | 07:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | By Appointment Only |
Sun | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:00AM - 05:00PM |
Mon | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Fri | 07:00AM - 04:00PM |
Fri | 07:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | By Appointment Only |
Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(541) 273-7132Fax
(877) 680-2323Office Address
2585 Campus DrKlamath Falls, OR 97601opens in a new window
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