Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Personal Interests

  • Traveling
  • Spending Time with Family
  • Personal Fitness
  • Hunting
  • Golfing

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 05:00PM
Tuesday 08:30AM - 05:00PM
Wednesday 08:30AM - 05:00PM
Thursday 08:30AM - 05:00PM
Friday 08:30AM - 04:00PM
Saturday Closed
Sunday Closed

Fax

(877) 479-3321

Branch Team

  • Dannette Bartlett
    Sr. Branch Office Administrator
  • Laura Reimer
    Sr. Branch Office Administrator

Office Address

35 S Park Pl Suite 10
Newark, OH 43055
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