

Focus Areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Divorce Finances
- Estate & Legacy Strategies

Certifications
ABFP™
Accredited Behavioral Finance Professional™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Golfing
- Volleyball
- Spending Time with Family
Team Members
- Stephanie SimonSr. Branch Office Administrator
- Meghan MasseyBranch Office Administrator
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Phone
(419) 841-2627Fax
(855) 680-6122Office Address
4646 Nantuckett DrToledo, OH 43623opens in a new window
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