Our Services

Regardless of your stage in life, your income or your goals, we believe you need a plan to help you accurately manage your finances.  Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do you get it all under control?  At Waddell & Reed, we focus on investments, insurance and comprehensive financial planning.

Whether you have one simple need or would like an overall evaluation, we can help.  Call me today to discuss the products and services that may be appropriate for you, and we can start down the path to your financial goals.



  • Financial Planning
  • Investments
  • Retirement Strategies
  • Estate Planning
  • Insurance and annuities
  • 529 College Savings Plans
  • Business Retirement Plans
  • Fee-Based Asset Allocation Programs