

Focus Areas
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
- Charitable Giving
- Intergenerational Planning

Certifications
CFP®
Certified Financial Planner™ChFC®
Chartered Financial Consultant®AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Backpacking
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Mon | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Mon | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Fax
(888) 675-7651Branch Team
- Beth Ramirez
- Sr. Branch Office Administrator
Branch Team
Office Address
2712 W Woodview LaneLecanto, FL 34461opens in a new window
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