Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Insurance & Annuities
- Employee Stock Options
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Spending Time with Family
- Music
- Cooking
- Wine Collecting/Enthusiast
- Traveling
Team Members
- Sonia MoffattSr. Branch Office Administrator
- Michelle HaskinsBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* 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 | Closed for Holiday |
Thu | Closed for Holiday |
Fri | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | Closed |
Sat | Closed |
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 | Closed for Holiday |
Thu | Closed for Holiday |
Fri | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(614) 235-5419Fax
(877) 719-4998Office Address
3158 E Broad St Ste AColumbus, OH 43209opens in a new window
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