695 Town Center Drive
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:
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