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 MoreWhat 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!
Helpful Content
Consequences
Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Seek your goals with a professionally managed portfolio
Learn more about our advisory products and how they might play a role in your investment strategy here.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
What to expect when you’re expecting (a new house)
For better or worse, buying a house – not to mention moving – can be a stressful affair. Here are some tips to keep in mind.
Tips for Creating a Budget and Sticking to It
Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.
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.
Long-Term Investors Should Look Beyond Market Volatiliy
Market volatility can hurt your confidence, but patience, especially for long-term investors, is a virtue.
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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Elder Care
They may not admit it, but as your parents age they might need your financial help.
Athlete
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
Business Owner
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
Business Planning
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
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.
Executive
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.