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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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Tips for Creating a Budget and Sticking to It

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Market volatility – particularly when it results in big headlines – can sometimes make you wonder about your portfolio.

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

The College Landscape After Tax Reform

The Tax Cuts and Jobs Act could potentially impact your college savings plan. Here’s what you need to know.

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Asset Allocation

Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.

Annual Review

A lot can happen in the course of a year.

Dentist

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

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

Consequences

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

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

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