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Tuning Your Social Security Benefit WealthLink Saving for College 101 The Cycle of Investing The Power of Tax-Deferred Growth The Cost of Procrastination The Facts About Income Tax The Power of Compound Interest Perception vs. Reality
 

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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Introducing 2 New Advisors, Richard and Amy. We are excited to have them be a part of our team.

I began a career in the insurance industry in the 1960s and became licensed to offer securities in 1978. I have earned the CERTIFIED FINANCIAL PLANNER™ mark and in 1987, I taught the Certified Financial Planning course at...

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I began in the financial services industry in 1976 and have earned my CERTIFIED FINANCIAL PLANNER™ mark. My husband, Richard, and I meet with all of our clients together. One of the most rewarding aspects of being a financial...

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Helpful Content

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College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

Business Planning

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

Elder Care

Elder Care

They may not admit it, but as your parents age they might need your financial help.

 

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.

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

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

Five Myths About Group Disability Insurance

Are you aware of what your employer-offered disability insurance covers? Call me to find out what questions you should ask.

Review Life Insurance Beneficiaries to Avoid Surprises

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

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College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

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

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

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