

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Portfolio Reviews
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®ChFC®
Chartered Financial Consultant®
Team Members
Jennifer WallaceSr. Branch Office Administrator
Allie GoldSr. Branch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(270) 395-4462Fax
(877) 222-2895Office Address
1219 5th Ave SECalvert City, KY 42029opens in a new window
Mailing address
Po Box 1210Calvert City, KY 42029
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