Our Qualifications

I have been working as a financial advisor since 2005 and assisting my clients implement strategies that help them work to pursue their personal financial goals.  As the mother of two sons, a community volunteer with several organizations; I know well how important it is to make the most of your time and put into place a plan that works for you and your unique situation.

At Waddell & Reed, we are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

My personal passion is building financial plans and providing support to help business owners, individuals and families. No matter what your financial goal; if you want to retire when and where you want to retire, or you want to provide a college education for your children, you want to better understand your investment choices; or offer a benefits package for your employees; I would be happy to see if I can help.

 

06/17