

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Traveling
- Spending Time with Family
- Reading
- Hunting
- Music
Team Members
Emily RootSr. Branch Office Administrator
Shaelee StewartBranch 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 | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(440) 964-3078Fax
(866) 550-8707Office Address
523 Lake AvenueAshtabula, OH 44004opens in a new window
Mailing address
P O Box 2913Ashtabula, OH 44005
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