Focus Areas
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Savings Strategies
- Charitable Giving
- Wealth Strategies
- Insurance & Annuities
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Traveling
- Golfing
- Hockey
Team Members
- Kallie KennedyBranch Office Administrator
Send Me a Message
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Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
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