

Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Entrepreneurs & Business Owners
- Charitable Giving
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Entrepreneurs & Business Owners
- Charitable Giving
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Golfing
- Hiking
- Pets
- Community Outreach
Team Members
Terri HernandezAssociate Financial AdvisorAAMS®
Rebecca BellSr. Branch Office Administrator
Melissa SmootSr. Branch Office AdministratorFPQP®
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 - 03:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(715) 425-1050Fax
(888) 685-9556Office Address
117 E Maple StRiver Falls, WI 54022opens in a new window
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