

Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Coaching Sports
- Sports Enthusiast
- Traveling
- Volunteering
Team Members
Marnie BoboSr. Branch Office Administrator
Wendy SanglSr. Branch 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 | Closed |
Phone
(317) 560-4990Fax
(844) 630-3155Office Address
1025 N Main StFranklin, IN 46131opens in a new window
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