Focus Areas

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

Personal Interests

  • Spending Time with Family
  • Golfing
  • Hunting
  • ATVs
  • Community Outreach

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 05:00PM
Tuesday 08:00AM - 05:00PM
Wednesday 08:00AM - 05:00PM
Thursday 08:00AM - 05:00PM
Friday 08:00AM - 05:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(855) 545-4593

Branch Team

  • Theresa Miller
    Sr. Branch Office Administrator
  • Rena Snedeker
    Sr. Branch Office Administrator

Office Address

2216 E County Road 540 A
Lakeland, FL 33813
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