Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
Personal Interests
- Personal Fitness
- Outdoor Enthusiast
- Skiing
- Hunting
- Mountain Biking
Team Members
- Donna PutmanAssociate Financial AdvisorAAMS™
- Anne DonakowskiSr. Branch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Mon | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Mon | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(231) 535-6079Fax
(888) 232-8780Office Address
4060 North M75Suite 201
Walloon Lake, MI 49796opens in a new window
Mailing address
Po Box 279Walloon Lake, MI 49796
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