Broker Check

Interested in learning more about how we determine each client's risk tolerance? Check out this video from Riskalyze.

Find out your Risk Number by clicking HERE.

It begins with a plan 

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.

Learn about the planning process
Waddell & Reed WealthLink

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.

Learn about the WealthLink Site

Products & Services

Individual Retirement Plans

Individual Retirement Plans

Business Retirement Plans

Business Retirement Plans

Financial Planning Services

Financial Planning Services

Investments

Investments

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

Retirement resources

Retirement resources

How much money will you need for retirement?  What retirement savings vehicles should you be considering? Get answers here.

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Investing insights

Investing insights

Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

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Money management tips

Money management tips

One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.

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Questions? Let's connect.

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