A personal approach
We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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It begins with a plan
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Waddell & Reed WealthLink
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
Products & Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investments

Advisory Programs

Insurance

Education Saving

Gifting or Giving Strategies
Helpful content
I offer a full library of resources to help boost your financial planning knowledge.

Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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