Introduction: I help guide individuals and families toward achieving their long term financial goals by creating personalized financial plans based on real objectives.
As a Waddell & Reed financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long lasting client relationships, and advise my clients through every stage of their financial journey.