Broker Check

On behalf of our group, we would like to welcome you to our website.

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 all 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 will 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 comprehensive approach to planning, advice and service. We hope to meet with you soon!

Shari and Jim Jenkins have over 45 years combined service with Waddell & Reed.  Their focus since day one has been to assist their clients in pursuing their financial goals and dreams.