Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Charitable Giving
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®
Team Members
- Karen LeeSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | Closed |
Mon | Closed |
Tue | 09:00AM - 02:30PM |
Tue | 09:00AM - 02:30PM |
Wed | Closed |
Wed | Closed |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | 10:00AM - 04:00PM |
Fri | 10:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | Closed |
Mon | Closed |
Tue | 09:00AM - 02:30PM |
Tue | 09:00AM - 02:30PM |
Wed | Closed |
Wed | Closed |
Thu | 09:00AM - 04:00PM |
Thu | 09:00AM - 04:00PM |
Fri | 10:00AM - 04:00PM |
Fri | 10:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(386) 738-7338Fax
(866) 462-3595Office Address
512 W New York AveDeland, FL 32720opens in a new window
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