Focus Areas
- Retirement Savings Strategies
- Portfolio Reviews
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Wealth Strategies
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Outdoor Enthusiast
- Traveling
- Fishing
- Sports Enthusiast
- Hunting
Team Members
Meagen ParmaSr. Branch Office AdministratorFPQP®
Ashley GohmertBranch Office Administrator
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