Focus Areas
- College Savings
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Employee Stock Options
- Estate & Legacy Strategies
Certifications
CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Community Outreach
- Gardening
- Golfing
- Spending Time with Family
Team Members
- Cecilia RyanSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | 09:00AM - 03:30PM |
Fri | 09:00AM - 03:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:00PM |
Mon | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Tue | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Wed | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | 09:00AM - 03:30PM |
Fri | 09:00AM - 03:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
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