

Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Business Retirement Plans
- Retirement Income Strategies
- College Savings
- Entrepreneurs & Business Owners
Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Business Retirement Plans
- Retirement Income Strategies
- College Savings
- Entrepreneurs & Business Owners
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Soccer
- Coaching Sports
- Community Outreach
- Pickleball
- Spending Time with Family
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(812) 748-8115Fax
(866) 462-7560Office Address
426 Meigs AveJeffersonville, IN 47130opens in a new window
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