Connecting Faith and Finances in Northwest Ohio.
Welcome!
As a Financial Representative my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in helping people be more secure in areas of:
- Charitable giving
- Retirement income planning
- Investment management
- Protecting loved ones against the impact of long term care, death, and disability
I have two offices centrally located to help service people in the surrounding areas of Bowling Green and Findlay. Call or stop by one of my offices to learn more or set up an appointment.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Bowling Green Office
- Phone:
- 419-422-9071
- Fax:
- 419-422-2237
Hours
M – F: 9 a.m. – 4 p.m.