

Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Farmers and Ranchers
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Farmers and Ranchers
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Traveling
- Volunteering
- Reading
- Yoga
Team Members
Kyleigh TobiasBranch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(419) 330-5139Fax
(844) 795-3471Office Address
1072 N Shoop AveWauseon, OH 43567opens in a new window
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