Call Send Me a Message
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
Contact Me
Office Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Monday | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tuesday | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wednesday | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thursday | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Friday | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Monday | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tuesday | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wednesday | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thursday | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Friday | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Saturday | By Appointment Only |
| Sun | Closed |
| Sunday | Closed |
Fax
(888) 220-6850Branch 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
Branch Team
Office Address
420 Fortman DrSt. Marys, OH 45885opens in a new window
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More