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About Us

Our Primary Purpose

Regardless of your life stage, income or goals, we work to help transform current client circumstance into the life they want to pursue.

Hannah Brown has been a wealth advisor with Waddell & Reed since 2011. As a wealth advisor, she offers investments, access to insurance and comprehensive financial planning. Hannah cares about each and every client's financial future. Concern and reassurance guide her as she helps guide you toward your dreams.

 

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

Through experience and education, we have developed a comprehensive, practical understanding of money, markets, and asset management so we can guide you to your goals.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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