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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

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Options for an inherited IRA or employer retirement savings

Options for an inherited IRA or employer retirement savings

You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.

Financial Planning

Financial Planning

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

 

Estate Planning for Future Generations

If your family is like many, talking about money is taboo. Don’t let that be the reason your legacy doesn't last.

How traditional whole life insurance works

Life insurance can play an important part in your financial plan–but do you know how it works? Here’s what you need to know.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Five ways Millennials are disrupting home ownership

Millennial homeownership is happening, it’s just different than what we have seen before.

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

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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Dentist

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

Financial Planning

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

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Consequences

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

Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

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