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
Transition to LPL
As you know, we are an independent practice affiliated with Waddell & Reed, Inc. (WRI). WRI provides support to our business as we work directly with you. After the close of the transaction and subsequent transition of our practice to LPL Financial LLC (LPL) this summer, LPL will provide similar support services. Please click the link to learn more about LPL. LPL The Power of Affiliation
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
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!
To book a Free, No Obligation Consultation with one of our Financial Advisors please select an option below!
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Simple steps may help you foil hackers and protect your privacy.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Get ready to enjoy America’s national park system with this helpful article.
Five creative (and inexpensive) ideas for motivating your employees.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Try these activities to keep your brain sharp.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.