Focus Areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Special Needs Financial Considerations
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ABFP™
Accredited Behavioral Finance Professional™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Traveling
- Reading
- Personal Fitness
- Music
- Animal Rescue
Team Members
- Kennedi AmorRegistered Branch Associate
- Katie ClarkSr. Branch Office Administrator
- Tracy KerschnerSr. Branch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Phone
(419) 448-4881Fax
(800) 237-7165Office Address
475 W Perry StTiffin, OH 44883opens in a new window
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