

Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Intergenerational Planning
- New Investors
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Intergenerational Planning
- New Investors
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Send Me a Message
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Phone
(419) 592-1390Fax
(866) 805-3523Office Address
1423 N Scott StNapoleon, OH 43545opens in a new window
Mailing address
P O Box 552Napoleon, OH 43545
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