I assist individuals and businesses with achieving their financial goals by partnering with them and their CPA, attorney and other professionals. With over 38 years in the financial services industry (including bank trust, estate administration, financial planning and investment management), I strive to provide you with a comprehensive strategy to achieve your goals and dreams.

Our branch uses an established process designed to help our clients face the future with anticipation rather than apprehension while empowering them to be good stewards over their finances. We use regularly scheduled meetings to help make sure our clients are on track to meet their financial goals.

My branch office administrator, Anita Buckowing, has over 20 years' experience in supporting our branch. She makes herself available to answer our clients' questions and provides excellent and personal client service.

Having been anchored in Wayland for more than 22 years, we support and volunteer for a number of community organizations.

Our branch team provides personalized service. All aspects of our business are aligned to better understand our clients' unique goals and needs.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Charitable Giving

My Personal Interests

  • Community Outreach
  • Hunting
  • Art & Theater
  • Outdoor Enthusiast
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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