

Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Portfolio Reviews
- Wealth Strategies
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Portfolio Reviews
- Wealth Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Hunting
- Fishing
- Skiing
- Cooking
- Mountain Biking
Team Members
Katie VerellenSr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 03:00PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(231) 533-6830Fax
(877) 479-4412Office Address
205 N Bridge StBellaire, MI 49615opens in a new window
Mailing address
P O Box 630Bellaire, MI 49615
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