Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Social Responsibility
- Traveling
- Spending Time with Family
- Health & Nutrition
- Pets
Team Members
- Denise MinnerSr. Branch Office Administrator
- Jackie RoemerSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(941) 729-9751Fax
(888) 289-0512Office Address
324 8th Ave W Ste 105Palmetto, FL 34221opens in a new window
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