Life planning is a process that involves financial choices necessary to pursue your personal financial goals and dreams. My responsibility as a financial advisor with Waddell & Reed is to help guide you toward your goals through comprehensive financial planning.
I became a financial advisor in 2011 after working more than 30 years as a Paramedic serving communities in upstate New York. In my current career as a financial advisor I strive to serve my clients and their families as a trusted partner.
Our web site has many dynamic tools and articles that I hope you will find useful in planning your life goals.