

Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Intergenerational Planning
- Charitable Giving
- Not-for-profit Organizations
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Intergenerational Planning
- Charitable Giving
- Not-for-profit Organizations
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Skiing
- Cooking
- Sailing
- Tennis
- Jogging
Team Members
Victoria AndersonBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Web Conferencing
Phone
(231) 526-5366Fax
(855) 379-2937Office Address
115 E 3rd StHarbor Springs, MI 49740opens in a new window
Mailing address
Po Box 482Harbor Springs, MI 49740
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