Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Personal Fitness
- Racquetball
- Music
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Fax
(888) 275-5961Branch Team
- Barbara Carroll
- Sr. Branch Office Administrator
- Heather Effenberger
- Sr. Branch Office Administrator
- Sabrina West-Schmidt
- Branch Office Administrator
Branch Team
Office Address
205 W Green Bay StShawano, WI 54166opens in a new window
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