

Focus Areas
- Charitable Giving
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Intergenerational Planning
- Military Professionals & Veterans
- Not-for-profit Organizations
Focus Areas
- Charitable Giving
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Intergenerational Planning
- Military Professionals & Veterans
- Not-for-profit Organizations
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Genealogy
- Football
- Golfing
- Vintage Cars
- Woodworking
Team Members
Rebecca ZeollaSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(937) 372-9647Fax
(866) 550-9732Office Address
1202 N Monroe DrXenia, OH 45385opens in a new window
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