My beliefs: When we talk about the ways wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True wealth is all that money can't buy and death can't take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation - creativity paired with careful calculation.
As your financial advisor, I am dedicated to helping you pursue a higher purpose for your wealth and design a lasting legacy for your family. I can offer industry knowledge, a wide range of services, investment strategies and a passion for serving you.
I have been a Financial Advisor for over 20 years, starting out in 1996 with John Hancock before joining Waddell & Reed in 2000 as an independent contractor. Over the past two decades, I have built my business based on helping clients pursue their financial goals.
Waddell & Reed is not affiliated with any other entities referenced. 10/20