Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Estate & Legacy Strategies
- Portfolio Reviews
- Wealth Strategies
Certifications
RICP®
Retirement Income Certified Professional®
Team Members
- Shandi JessonSr. Branch Office Administrator
- Jessica WelchBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Phone
(419) 946-5558Fax
(866) 239-7741Office Address
11 S Main StreetMount Gilead, OH 43338opens in a new window
Mailing address
P O Box 268Mount Gilead, OH 43338
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