Focus Areas
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Employee Stock Options
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Volunteering
- Spending Time with Family
- Basketball
- Golfing
- Tennis
Team Members
- Meredith ClarkSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(574) 848-9070Fax
(866) 420-8472Office Address
203 E Vistula Suite ABristol, IN 46507opens in a new window
Mailing address
P O Box 336Bristol, IN 46507
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