I have been a Financial Advisor with Waddell & Reed since 2006. If I am not already your advisor, please contact me for a complimentary, no obligation, goal setting consultation.
I currently hold the Chartered Retirement Planning CounselorSM designation, which focuses on the pre- and post-retirement needs of individuals. This focus on retirement planning, employer-sponsored plans, insurance planning, and estate planning allows me to make the retirement planning process into what I believe is a positive experience for my clients.
I love what I do. My goals include improving the lives of my clients through financial planning, spreading enthusiasm for investing, and managing risk to families and loved ones through life and long term care insurance. It has been so rewarding to help my clients develop strategies designed to help them transform dreams into realities.