

Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Team Members
Chas NelsonAssociate Financial Advisor
Ashley ChippsSr. Branch Office Administrator
Luz HaussmannBranch Office Administrator
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 - 12:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(574) 223-3757Fax
(888) 366-5431Office Address
718 Main StreetRochester, IN 46975opens in a new window
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