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
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Asset Allocation
Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.