Our Services

While developing a customized financial program, I will walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:



  • Financial Planning
  • Investments
  • College Education Funding
  • Retirement Strategies 
  • Estate Planning
  • Insurance and annuities*

*Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.