

Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Intergenerational Planning
- Charitable Giving
Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Intergenerational Planning
- Charitable Giving
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Golfing
- Hunting
Team Members
Monica PaoliSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(906) 482-0800Fax
(888) 730-9121Office Address
1107 Ridge Rd Ste 1Houghton, MI 49931opens in a new window
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