Hilliard Lyons

2900 S. State Street, St. Joseph, 49085 (directions)

269.983.7500

The complexities of building, preserving and passing along wealth have never been as great as they are today. Affluent investors are increasingly seeking guidance and comprehensive solutions that consider their unique circumstances and long-term goals. As a Hilliard Lyons Chartered Wealth AdvisorĀ®, I am skilled in recognizing and leveraging the many resources available through the collaboration with your CPA and attorney, for a truly integrated financial plan. 

We are able to support you with virtually all of your wealth management needs. I am specially trained in the following areas:

  • Portfolio evaluation and asset allocation strategies
  • Estate planning and wealth transfer
  • Charitable gifting strategies
  • Succession planning and the other needs of business owners
  • Retirement planning
  • Risk management and insurance strategies.

    If your financial position is such that it requires many levels of skill, I can help bring it all into focus by designing a single, comprehensive strategy.

Events

No current events.

Hours

Business Hours

Sunday: Closed
Monday: 8:00am - 5:00pm
Tuesday: 8:00am - 5:00pm
Wednesday: 8:00am - 5:00pm
Thursday: 8:00am - 5:00pm
Friday: 8:00am - 4:30pm
Saturday: Closed