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!






  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.