

Focus Areas
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Wealth Strategies
- Retirement Income Strategies
- College Savings
Focus Areas
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- Wealth Strategies
- Retirement Income Strategies
- College Savings
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Team Members
William ClarkAssociate Financial Advisor
Dorothy BontragerSr. Branch Office Administrator
Shayne CripeSr. Branch Office Administrator
Carrie ClarkBranch Assistant
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(574) 825-5452Fax
(866) 251-9670Office Address
109 E Warren StMiddlebury, IN 46540opens in a new window
Mailing address
P O Box 853Middlebury, IN 46540
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