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Profile of Services

As a Financial Advisor with Waddell & Reed, I bring a personal and comprehensive approach to working with individuals, families and business owners. I can assist you by analyzing your financial situation, identifying alternatives and implementing and monitoring a customized plan. I serve my clients in a boutique environment that offers the support and resources of one of the most enduring investment and financial planning companies in the United States.


06/18

For You

  • Personal Financial Planning
  • Investments
  • Insurance Planning

 

Your Business

  • Business & Succession Planning
  • Buy/Sell Agreement Funding
  • Key Person & Executive Bonus
  • Reitrement & Pension Plans

Your Family

  • Pre-Retirement Planning
  • Wealth Preservation & Transfer
  • Education Planning