Focus Areas
- Socially Conscious Investing
- Retirement Income Strategies
- LGBT Finances
Certifications
CFP®
Certified Financial Planner™
Personal Interests
- Cooking
- Spending Time with Family
- Traveling
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Fax
(877) 222-0211Branch Team
- Ana von Heimburg
- Sr. Branch Office Administrator
Branch Team
Office Address
3105 S Sare Rd Suite 103Bloomington, IN 47401opens in a new window
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