

Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Team Members
Angie BerriosSr. Branch Office Administrator
Kayla LongeneckerSr. Branch Office Administrator
John WelterSr. Branch Office Administrator
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | By Appointment Only |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(352) 860-2839Fax
(877) 222-7991Office Address
103 US Hwy 41 SInverness, FL 34450opens in a new window
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