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Diligently identifying a path to pursue your financial dreams, and then creating an individualized plan to help work toward making your dreams a reality.

We believe helping you clearly identify your end goal is the first step in pursuing your financial dreams. As such, we offer a unique planning process that identifies your key goals. From there, we can develop a plan of customized strategies and implement them. And finally, we can maintain and routinely reevaluate the overall strategy to help ensure an optimized plan.

The goal of my practice is to help maximize your available resources to create a long-term solution to help you pursue your financial goals.

Working professionals realize there are many issues that can impact their financial futures. As a result, they are looking to gain an advantage through financial planning. Those same issues pose tremendous challenges for those ready for retirement. With a focus on the key issues for our clients, we provide individualized services in the following areas:

  • Long-term Financial Planning
  • Customized Investment Management
  • Insurance and Annuity Solutions
  • Estate and Legacy Planning
  • Retirement Income Planning
  • Social Security Benefits

Using the resources provided by Waddell & Reed, our practice will work with you to find a path for you to pursue your financial dreams. We are committed to going the extra mile for our clients. It is our honor to serve you.


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