

Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- Divorce Finances
- College Savings
- Estate & Legacy Strategies
- New Investors
Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- Divorce Finances
- College Savings
- Estate & Legacy Strategies
- New Investors
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Team Members
Stephanie SimonSr. Branch Office Administrator
Kristina ElSayedBranch Office Administrator
Send Me a Message
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Phone
(419) 318-0949Fax
(855) 680-6122Office Address
4646 Nantuckett DrToledo, OH 43623opens in a new window
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