Justene, Juli’s daughter, will be joining the firm this year. She received a Bachelor’s in Accounting with a finance minor and an MBA from the University of St. Francis in Joliet. Justene recently passed securities exams series 7 and series 66 to become an Investment Adviser. She is currently playing her fifth year of basketball. If you have a 401K to roll over, need to start an IRA or want to 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