Focus Areas

  • Estate & Legacy Strategies
  • Employee Stock Options
  • Special Needs Financial Considerations
  • Intergenerational Planning
  • Portfolio Reviews
  • Wealth Strategies

Contact Me

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Office Information


Office Hours
Monday 09:30AM - 04:30PM
Tuesday 09:30AM - 04:30PM
Wednesday 09:30AM - 04:30PM
Thursday 09:30AM - 04:30PM
Friday 09:30AM - 04:00PM
Saturday Closed
Sunday Closed


(888) 212-5291

Branch Team

  • Kristy Harden
    Sr. Branch Office Administrator
  • Susan McDonough
    Sr. Branch Office Administrator
  • Ana Smith
    Branch Office Administrator

Office Address

170 South Main Street
Bowling Green, OH 43402
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