Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Charitable Giving
- Insurance & Annuities
Certifications
ABFP™
Accredited Behavioral Finance Professional™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Spending Time with Family
- Coaching Sports
- Outdoor Enthusiast
- Archery
- History and Museums
Team Members
- Sara MusicSr. Branch Office Administrator
- Betsi WerlingBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
Additional Hours
- Evenings
- Weekends
Phone
(567) 226-4506Fax
(833) 777-6626Office Address
111 North Main StreetBluffton, OH 45817opens in a new window
Mailing address
Po Box 125Bluffton, OH 45817
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