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Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- College Savings
- Sustainable investing
![](/sites/default/files/acquiadam/2023-09/certificate-icon-26x26.png)
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Fishing
- Traveling
- Baseball
- Hiking
Team Members
- Becky LynnSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(608) 437-3321Fax
(877) 602-2672Office Address
106 E Main StreetMt Horeb, WI 53572opens in a new window
Mailing address
Po Box 168Mt Horeb, WI 53572
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