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Who We Are

With our unique blend of client culture and professional experience, we pride ourselves on managing family assets, both in personal client relationships and their financial goals.

The majority of our time is engaged in client services and case development for retirement income planning. We also spend a great deal of time on investment planning issues, where the focus is on long-term results and the necessary requirements to pursue for those results.

By keeping abreast of the changes in the industry, we are able to adjust and work to keep our clients on track.

And although our commitment is to our clients’ financial goals, we also understand that our clients become like family; and families enjoy fun activities together!

This includes our annual client appreciation event “Christmas at the Lodge.” Holiday carolers, warm refreshments, and the children meeting Santa make this a time honored client tradition. As part of the event, we partner with the United States Marine Corps Reserve Toys for Tots Program to collect unwrapped toys to donate for distribution to less fortunate children of the Greater Chicago area.


Waddell & Reed is not affiliated with any of the organizations listed herein. 07/18