Justene, Juli’s daughter, joined the firm after graduating. She holds a Bachelor’s in Accounting with a finance minor and an MBA from the University of St. Francis in Joliet. Justene passed securities exams series 7 and series 66 to become an Investment Adviser. She has helped clients rollover 401Ks ,start IRAs and give a gift that keeps on giving with a 529 college savings plan to your child or grandchild, give Justene or Juli a call.
12789 S. US 421. Wanatah, IN 46390
NEW OFFICE - 2000 Comeford Road, Suite 1 Valparaiso, IN 46383