

Focus Areas
- New Investors
- Wealth Strategies
- Portfolio Reviews
- College Savings
- Estate & Legacy Strategies
- NIL & College Athletes
Focus Areas
- New Investors
- Wealth Strategies
- Portfolio Reviews
- College Savings
- Estate & Legacy Strategies
- NIL & College Athletes
Financial Advisor Certifications
CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Golfing
- Fishing
- Baseball
- Active Lifestyle
- Culinary Arts
Team Members
Kathy HoltzeSr. Branch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(331) 236-4660Fax
(877) 582-9449Office Address
340 W Front StWheaton, IL 60187opens in a new window
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