Membership Directory
About Waddell and Reed
Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
I’ve been in the financial industry since 2013 and with Waddell & Reed since 2023. As a financial advisor I offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.
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.
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.
What can the WealthLink do for you?
It can help you establish budgets and maintain spending; determine and monitor your net worth; and allow you and I to establish, monitor and update your goals. In short, it’s a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location.
Resources
Estate
Manage personal affairs while you’re alive and control the distribution of wealth upon your death.
Insurance
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Lifestyle
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Money
Managing your money involves more than simply making and following a budget.
Retirement
Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you want.
Tax
Understanding tax strategies can potentially help you better manage your overall tax situation.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (www.finra.org www.sipc.org)
“The CBC has provided me the opportunity to network with other local business leaders. Being new to the area this has become a valuable resource.”
