

Focus Areas
- Charitable Giving
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
Focus Areas
- Charitable Giving
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Traveling
- Movies & Entertainment
- Music
- Reading
Team Members
Cyndi BagleyBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 09:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | Closed for Holiday |
| Sat | Closed |
| Sun | Closed |
Phone
(765) 864-0601Fax
(888) 775-8442Office Address
1201 W Alto Rd Suite 12Kokomo, IN 46902opens in a new window
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