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.Learn More
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
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
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!
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A collection of tips from professional travelers.
Five phases to changing unhealthy behaviors.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.