Second update, new DBA name & logo...with a touch of humor!

Second update, new DBA name & logo...with a touch of humor!

Our second video discussing our upcoming transition and introduction of my DBA name, logo, and upcoming disclosure mailing in May

Exciting new changes coming for our office in 2021!

Exciting new changes coming for our office in 2021!

Waddell & Reed Financial is being acquired by Macquarie Management Holdings and LPL Financial Holdings!  Click the video to hear more about the agreement. 

Where do you want to go? We'll get there, together.

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.

Schedule an Appointment
Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Learn More
Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
Learn More
What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Learn More

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

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.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, acting in your interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Have a Question?

Thank you!
Oops!