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!
Introducing 2 New Advisors, Richard and Amy. We are excited to have them be a part of our team.
Helpful Content
College Saving
Contact me to develop an education investment strategy that can put your children on the path to success.
Business Planning
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
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
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.
The Five Basics of Financial Literacy
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?
View all articles 
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.
Dentist
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.