Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Portfolio Reviews
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Fishing
- Triathlons
- Golfing
Team Members
- Marissa LopezAssociate Financial Advisor
- Kelly BrownSr. Branch Office Administrator
- Brynn KempBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00AM |
Mon | 08:30AM - 05:00AM |
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 | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00AM |
Mon | 08:30AM - 05:00AM |
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 | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(269) 692-2280Fax
(877) 688-1793Office Address
113 E Allegan StOtsego, MI 49078opens in a new window
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