Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Wealth Strategies

Personal Interests

  • Spending Time with Family
  • Curling
  • Soccer
  • Cooking
  • Sports Enthusiast

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 04:30PM
Tuesday 08:30AM - 04:30PM
Wednesday 08:30AM - 04:30PM
Thursday 08:30AM - 04:30PM
Friday 08:30AM - 04:30PM
Saturday Closed
Sunday Closed

Fax

(888) 228-2840

Branch Team

  • Lisa Holmes
    Sr. Branch Office Administrator

Office Address

6110 Bluffton Rd Suite 101
Fort Wayne, IN 46809
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