

Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Government Employees
- Farmers and Ranchers
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Government Employees
- Farmers and Ranchers
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Team Members
Tamee ShonkSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
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 - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
Phone
(765) 573-7063Fax
(877) 222-2698Office Address
317 N Baldwin AveMarion, IN 46952opens in a new window
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