Focus Areas
- Wealth Strategies
- Charitable Giving
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
Certifications
CIMA®
Certified Investment Management Analyst®
Personal Interests
- Community Outreach
- Traveling
- Genealogy
- Antiquing
- Soccer
Team Members
- Alaina RomeroSr. Branch Office Administrator
- Vicki RossSr. Branch Office Administrator
- Denise JensenSr. Branch Office Administrator
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 - 03:00PM |
Fri | 08:30AM - 03:00PM |
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 - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
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