I work with many professionals, business owners, and executives like you who have amassed some wealth and are thoughtful about the future. Successful on your own terms, you have dreams and I want your finances to enable you to pursue those dreams.
I help you create a plan for how to live your dream in the future by reviewing and recommending strategies, while helping you adjust course along the way to pursue your objectives.
I’ve been a financial advisor with Waddell & Reed since 2011. As a financial advisor, I offer investments, access to insurance, and comprehensive financial planning.
I want to help you live your best life.