Your choice for Wealth Management
Your choice for Financial Services
Our second video discussing our upcoming transition and introduction of my DBA name, logo, and upcoming disclosure mailing in May
Waddell & Reed Financial is being acquired by Macquarie Management Holdings and LPL Financial Holdings! Click the video to hear more about the agreement.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, acting in your interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.