

Focus Areas
- Retirement Savings Strategies
- New Investors
- Hispanic Family Finances
Focus Areas
- Retirement Savings Strategies
- New Investors
- Hispanic Family Finances
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Team Members
Donna BolinRegistered Branch Associate
Kimberly TauiliiliSr. Branch Office Administrator
Sheila BeadleSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(812) 635-0299Fax
(888) 872-0874Office Address
431 E Fourth StreetMt Vernon, IN 47620opens in a new window
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