

Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Intergenerational Planning
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Intergenerational Planning
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Art & Theater
- Traveling
- Community Outreach
Team Members
Tracie MeekSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(260) 637-7227Fax
(877) 719-4995Office Address
838 Mill Lake RoadFort Wayne, IN 46845opens in a new window
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