As a Financial Advisor with Waddell & Reed, I am committed to a comprehensive planning process designed to help my clients feel confident in their future. I use a consultative process to determine each individual clients risk tolerance, investment time horizon, and goals and objectives. I believe in working for my clients as I would my own family and aspire to build lasting meaningful relationships based on trust, integrity, and superior client service. Just as I enjoy life with my wife and 2 children I know my clients expect to also enjoy their lives with the ones whom, they have chosen to walk through life with.
Let’s sit down and have the conversation around what exactly your hopes and dreams are for today and tomorrow.