Focus Areas
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Hockey
- Golfing
- Fishing
- Active Lifestyle
- Traveling
Team Members
- Khara CurtissSr. Branch Office Administrator
- Baiba GreenSr. Branch Office Administrator
- Laura ScottBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(989) 448-0121Fax
(833) 450-9707Office Address
513 Chestnut CtGaylord, MI 49735opens in a new window
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