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Our Mission Statement

Waddell & Reed provides insight to the financial planning process. My mission is to focus on the unique goals, needs and objectives of our clients. I am committed to the tailoring of investments and insurance to each client's needs, and the financial planning process.

I believe in:

  • Helping my clients make well-informed financial choices
  • A comprehensive written financial plan based on the client’s values and needs
  • Long-term client/planner commitment
  • Honesty and integrity
  • Regular monitoring of investment plans
  • The potential of long-term investing
  • Asset allocation and diversification of assets


Diversification and asset allocation are investment strategies that attempt to manage risk within your portfolio but it does not guarantee profits or protect against loss in declining markets.  06/18