Focus Areas
- Retirement Savings Strategies
- College Savings
- New Investors
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Outdoor Enthusiast
- Pets
- Reading
- Running
- Volunteering
Team Members
- Mary LaneSr. Branch Office Administrator
- Kelsie McGregorBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
Additional Hours
- Evenings
Phone
(618) 667-8158Fax
(888) 886-3605Office Address
189 US Hwy 40 Suite BTroy, IL 62294opens in a new window
Mailing address
Po Box 74Troy, IL 62294
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