As a child, I knew I wanted to be a firefighter when I grew up. I wanted to be the one people called on when they needed help the most. I remember vividly my first call as an EMT/First Responder. I had to administer CPR on a patient. My assessment, teamwork and competence skills were tested. The experience also confirmed my passion in helping others. 15 years later, I retired from the volunteer Fire and EMS roles, passing the baton to the next generation.

As a financial advisor with my team, we pride ourselves on helping clients with all of their financial affairs. Whether they are in crisis or just planning for the future, we are the ones they call on for help and guidance. We help clients plan and prepare for the unexpected. No matter how big or small the life event may be, we strive to make our clients feel informed, in control and confident.

Joining me on the frontlines are Senior Branch Office Administrator Melinda Sindt and Associate Financial Advisor Annie Meyers. Together, their commitment to our mission is unparalleled. With an active interest in our clients' needs, they are compassionate and possess a flair for detailed work.

We want to know what is most important to you and your family. We have the passion and resolve to help you through all of life's challenges and invite you to join us! Together, we can achieve that which is most important.

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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