Focus Areas
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
Certifications
CFP®
Certified Financial Planner™
Personal Interests
- Cycling
- Spending Time with Family
- Hiking
- Skiing
- Traveling
Request a Consultation
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All Fields RequiredOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Mon | By Appointment Only |
| Tue | 09:00AM - 03:30PM |
| Tue | 09:00AM - 03:30PM |
| Wed | 09:00AM - 03:30PM |
| Wed | 09:00AM - 03:30PM |
| Thu | 09:00AM - 03:30PM |
| Thu | 09:00AM - 03:30PM |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Mon | By Appointment Only |
| Tue | 09:00AM - 03:30PM |
| Tue | 09:00AM - 03:30PM |
| Wed | 09:00AM - 03:30PM |
| Wed | 09:00AM - 03:30PM |
| Thu | 09:00AM - 03:30PM |
| Thu | 09:00AM - 03:30PM |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Fax
(888) 664-8475Branch Team
- Lisa Simpson
- Sr. Branch Office Administrator
Branch Team
Office Address
902 E 2nd St Suite 201Winona, MN 55987opens in a new window
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