

Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Corporate Executives
- Business Retirement Plans
- Estate & Legacy Strategies
- Employee Stock Options
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Corporate Executives
- Business Retirement Plans
- Estate & Legacy Strategies
- Employee Stock Options
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Community Outreach
- Pickleball
- Personal Fitness
- Hunting
- Cooking
Team Members
Whitney DodsonBranch Office Administrator
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
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