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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Let us start by offering you a free no obligation Risk Analysis. Click the button below to begin.


 

Who We Are

We are Financial Advisors with Waddell & Reed that focus on Financial Planning services to help you with retirement planning, education funding, and many other financial goals.

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What We Do

  • Help you assess your financial goals.
  • Develop a Financial Plan and strategy to pursue those goals.
  • Monitor your progress on a regular basis before and during retirement.
  • Estate Planning
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Who We Help

  • People nearing retirement and in retirement
  • Those wanting to establish a Financial Plan
  • People seeking Investment planning
  • Those needing Insurance planning
  • Families needing an Estate Plan
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Meet Our Team

We are committed to providing professional, straight forward and personal attention to our clients' every financial need.  While history has shown that markets are volatile, we believe the need for professional advice remains.  We are advisors for the various aspects of your financial lives including critical financial questions as well as life's accomplishments.

TO OUR CLIENTS, we welcome you and thank you for your trust and your introductions to friends and family.  We appreciate your business and your most sincere compliment of introducing us to people you care about.  We wil treat them with respect and professionalism.

IF THIS IS A FIRST VISIT TO OUR WEBSITE, we hope it shows our culture.  We have done our best to answer any questions you may have and to introduce you to our unique approach to planning, advice and service. We hope to meet with you soon!

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Helpful Content

Five Things to Know About 529 Plans

Five Things to Know About 529 Plans

Wherever your child is on their education journey, there's no better time to start saving for college than right now.

Do well by doing good

Do well by doing good

Many people include charitable gifts in their estate plan. Have you considered doing so? Check out all the different ways to

Family View

Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.

 

Investing for Retirement... 1% at a Time

Invest for your retirement, 1% at a time. Let’s plan a path towards your retirement goals.

What happens if I withdraw money from my tax-deferred invest

Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty

10 Tips to Master Personal Finance

Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.

Review Life Insurance Beneficiaries to Avoid Surprises

Big life changes may require you to update your life insurance beneficiaries. Have you reviewed yours lately?

HSAs: Are they just what the doctor ordered?

Are health insurance premiums eating into more of your budget than you’d like?

How credit can determine your financial health

These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

Let’s Look Forward

A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.

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