Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- College Savings
- Insurance & Annuities
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Community Outreach
- Active Lifestyle
- Sports Enthusiast
- Baseball
- Spending Time with Family
Team Members
- Julie SantiagoSr. Branch 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 - 01:00PM |
Tue | 08:00AM - 01:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | Closed for Holiday |
Thu | Closed for Holiday |
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 - 01:00PM |
Tue | 08:00AM - 01:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | Closed for Holiday |
Thu | Closed for Holiday |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(317) 861-7381Fax
(888) 812-6201Office Address
5971 W US Highway 52 Suite INew Palestine, IN 46163opens in a new window
Mailing address
P O Box 60New Palestine, IN 46163
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