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My career in financial services began in 2002 and after working in various capacities with different companies I decided to begin my own financial practice and formed Tri Cities Financial Services in 2013. I choose to work with the Capital Choice Financial Group because it is a great company founded on the values and principles that line up with my own. I take a biblical approach to managing money, helping people get out of debt, saving for their future and securing proper protection along the way. These are basic values and simple concepts that I believe work and I apply them to my own life and business as well. I truly believe that we are all "Created to do great things...leave a legacy"!
Heritage that spans over 70 years. Our company was founded in 1937 by Chauncey Waddell and Cameron Reed, who combined their interest in the world of finance to conceive a truly personalized approach to investing. Over time, Waddell & Reed has grown to become one of the most enduring financial services complexes in the United States as we've introduced hundreds of thousands of clients to the ideas, methods and the financial planning process that can potentially enhance and protect their financial futures.
Liberty Financial provides GPS (Golden Parachute Strategies) by seminar in Walla Walla, Washington and Richland, Washington. Those interested may go to the website for additional information and online seminar enrollment. Additional seminars for groups or businesses may be arranged.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.
I am here to serve the underserved in financial services. I am not a fee-based planner. You will never write me a check for my time. I am here to provide the education and information people need to achieve peace in their finances and reach their retirement goals.