Focus Areas
- Wealth Strategies
- Employee Stock Options
- Estate & Legacy Strategies
- Business Retirement Plans
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Culinary Arts
- Golfing
- History and Museums
- Traveling
- Pilates
Team Members
- Julie KlacsanzkyBranch Office Administrator
- Lori RillosBranch Office Administrator
- Crystina SouthwellBranch Office Administrator
- Erin WagnerBranch Office Administrator
- Peris WanjikuBranch Office Administrator
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Hours
Weekday | Availability |
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Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
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