

Focus Areas
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Retirement Income Strategies
- College Savings
- Portfolio Reviews

Certifications
CFP®
Certified Financial Planner™ChFC®
Chartered Financial Consultant®CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Community Outreach
- Spending Time with Family
- Reading
- Genealogy
- Car Restoration
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | By Appointment Only |
Sun | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | By Appointment Only |
Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Fax
(888) 834-1645Branch Team
- Jennifer Steffan
- Sr. Branch Office Administrator
Branch Team
Office Address
113 West MainBeulah, ND 58523opens in a new window
Mailing address
P O Box 445Beulah, ND 58523
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