Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Special Needs Financial Considerations
  • Wealth Strategies

Personal Interests

  • Personal Fitness
  • Triathlons
  • Snowboarding
  • Hunting
  • Active Lifestyle

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 09:00AM - 05:00PM
Tuesday 09:00AM - 05:00PM
Wednesday 09:00AM - 05:00PM
Thursday 09:00AM - 05:00PM
Friday 09:00AM - 05:00PM
Saturday Closed
Sunday Closed


(877) 268-8798

Branch Team

  • Christine Bottles
    Registered Branch Associate
  • Cheryl Bausman
    Sr. Branch Office Administrator
  • Shannon Jacobs
    Branch Office Administrator

Office Address

4400 Heatherdowns Blvd Ste 11b
Toledo, OH 43614
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