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FOR MORE INFORMATION ABOUT COVID-19 DISCLOSURES FOR IN PERSON APPOINTMENTS PLEASE CLICK BELOW

Click on the link below for more info about our policy for appointments in the office in response to COVID-19.

COVID-19 DISCLOSURE

 

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.

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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
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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
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Your Future

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.

What's your personal risk tolerance when it comes to investing?

Riskalyze Client-Facing Video for Waddell & Reed from Riskalyze on Vimeo.

Find out your Risk Score HERE

Meet Our Team

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!

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To book a Free, No Obligation Consultation with one of our Financial Advisors please select an option below!

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