I have been a client of Waddell & Reed for almost 31 years and an Advisor Associate since 2001. I'm proud to now be with LPL Financial. Prior to Waddell & Reed, I worked as a Marketing Associate and District Sales Manager for 10 years with Sysco Food Service. I feel the best part of what we do is working with individuals and families to develop strategies to help them pursue their financial goals.
I focus on working with individuals, families and small businesses. We work with a wide spectrum of clients varying in age. Our goal has always been to help with your financial needs no matter what age or economic situation.
When away from the office, I enjoy spending time with my family, friends and associates. I enjoy playing golf, other outdoor activities and traveling. Being a Grandpa ain’t too bad either.