Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Savings Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Outdoor Enthusiast
- Sports Enthusiast
- Traveling
- Spending Time with Family
- Health & Nutrition
Team Members
- Jess TaylorBranch Office Administrator
- Zoie PhegleyBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(812) 847-2289Fax
(888) 230-9288Office Address
136 13th Street NWLinton, IN 47441opens in a new window
Mailing address
P O Box 428Linton, IN 47441
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