

Focus Areas
- Wealth strategies
- Retirement income strategies
- Sustainable Investing
- Estate and legacy strategies
- Business retirement plans
- Business owner considerations
Personal Interests
- Health & Nutrition
- Personal Fitness
- Culinary Arts
- History and Museums
- Cycling
Team Members
- Shaylee DavisBranch Office Administrator
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Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 06:30PM |
Mon | 08:00AM - 06:30PM |
Tue | 08:00AM - 06:30PM |
Tue | 08:00AM - 06:30PM |
Wed | 08:00AM - 06:30PM |
Wed | 08:00AM - 06:30PM |
Thu | 08:00AM - 06:30PM |
Thu | 08:00AM - 06:30PM |
Fri | 08:00AM - 05:30PM |
Fri | 08:00AM - 05:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 06:30PM |
Mon | 08:00AM - 06:30PM |
Tue | 08:00AM - 06:30PM |
Tue | 08:00AM - 06:30PM |
Wed | 08:00AM - 06:30PM |
Wed | 08:00AM - 06:30PM |
Thu | 08:00AM - 06:30PM |
Thu | 08:00AM - 06:30PM |
Fri | 08:00AM - 05:30PM |
Fri | 08:00AM - 05:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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