111 Maplewood Avenue
Throughout our lives we face the competing financial demands of our immediate needs and the costs of our future goals. By developing a relationship based upon honesty and trust, we can develop a concise plan to help balance your needs for today with your future goals and dreams. We will commit to meeting on a regular basis to help ensure that your plan adjusts to the changes in your life.
Since joining Waddell & Reed in 2007, I have enjoyed helping my clients build and manage their investment portfolios and coordinate those portfolios with their overall financial plan. I have also been working with a number of companies, helping them build and maintain group retirement savings plans for their employees that are truly a benefit for their employees. I also enjoy presenting to groups on a variety of financial topics.