

Focus Areas
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Intergenerational Planning
Focus Areas
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Intergenerational Planning
Financial Advisor Certifications
ChFC®
Chartered Financial Consultant®
Personal Interests
- Music
- Running
- Outdoor Enthusiast
- Traveling
- Golfing
Team Members
Meredith MosbySr. Branch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 07:30AM - 04:00PM |
| Tue | 07:30AM - 04:00PM |
| Wed | 07:30AM - 04:00PM |
| Thu | 07:30AM - 04:00PM |
| Fri | Closed for Holiday |
| Sat | Closed |
| Sun | Closed |
Phone
(812) 937-7001Fax
(855) 595-1199Office Address
27 N Kringle PlaceSanta Claus, IN 47579opens in a new window
Mailing address
P O Box 10Santa Claus, IN 47579
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