Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Military Professionals & Veterans
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Antiquing
- Animal Rescue
- Music
- Football
- Crocheting/Knitting
Team Members
- Tiffany DanielsSr. Branch Office AdministratorFPQP®
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 - 04:30PM |
Fri | 08:30AM - 04:30PM |
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 - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(740) 286-9078Fax
(855) 313-6329Office Address
920 Veterans Dr Suite BJackson, OH 45640opens in a new window
Mailing address
P O Box 115Jackson, OH 45640
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