Waddell & Reed

Waddell & Reed

???I strive to provide my clients with the attention they deserve and personal advice to assist them in meeting their financial goals and objectives. Many financial professionals talk about wealth management, but I believe few may actually practice it. For me, wealth management means more than offering my clients investment advice. It means helping them maintain the financial independence they???ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what???s most important to them. And it means understanding them as people with unique goals; values and circumstances that help us determine the appropriate strategies to implement.