Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Special Needs Financial Considerations
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Volunteering
- Music
- History and Museums
- Community Outreach
Team Members
- Sharon FurnessSr. Branch Office Administrator
- Karen MathesonSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 07:30AM - 04:00PM |
Fri | 07:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 07:30AM - 04:00PM |
Fri | 07:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(810) 659-0494Fax
(888) 386-8232Office Address
121 E Main StreetFlushing, MI 48433opens in a new window
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