Focus Areas

  • Estate & Legacy Strategies
  • New Investors
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • College Savings

Personal Interests

  • Golfing
  • Cooking
  • Football
  • Board Games
  • Chess

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 09:00AM - 04:30PM
Tuesday 09:00AM - 04:30PM
Wednesday 09:00AM - 04:30PM
Thursday 09:00AM - 04:30PM
Friday 09:00AM - 04:30PM
Saturday By Appointment Only
Sunday Closed


(888) 220-6850

Branch Team

  • Sandra Boesche
    Registered Branch Associate
  • Marge Cook
    Sr. Branch Office Administrator
  • Ashley Hines
    Branch Office Administrator
  • Rachel Kleister
    Branch Office Administrator
  • Kristy McCollum
    Branch Office Administrator

Office Address

420 Fortman Dr
St. Marys, OH 45885
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