Waddell & Reed brings exceptional passion to the financial planning process. With our focus on the unique goals, needs and objectives of our clients, we are committed to the tailoring of investments, insurance and the planning process.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

I have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals, such as myself, to pursue your financial goals.  Here you will find a wealth of information in the form of newsletter articles, calculators, and more.  I frequently update information, and don't want you to miss any developments in the area of personal finance.

I am here to enhance your knowledge and help educate you about the concepts of financial management, to help you learn more about who I am, and to give you fast, easy access to market performance data.

Please contact me if I can be of assistance.  I welcome the opportunity to speak with you and I look forward to being your financial resource

I focus on working with:




Small Business Owners


Your financial future depends in large part on decisions you make today.
Take the steps toward pursuing the future you want.

Here is to opening doors for your financial future!





  • Settling an Estate

    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

  • New Tax Breaks for Pass-Through Entities

    The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.

  • Do You Need an Umbrella?

    American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.

  • The Cost of Caregiving

    About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.