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Profile of Services

As a Financial Advisor with Waddell & Reed (Established 1937), I bring a personal and comprehensive approach to working with individuals, families and business owners. I can assist you by analyzing your financial situation, identifying alternatives and implementing and monitoring a plan for you. I serve my clients in a boutique environment that offers the support and resources of one of the most enduring investment and financial planning companies in the United States.

Risk Management

Life Insurance

Long-Term Care Insurance

Disability Insurance

Annuities

Your Business

Business & Succession Planning

Buy/Sell Agreement Funding

Key Person & Executive Bonus

Retirement & Pension Plans

- 401(k) & Profit Sharing

- SEP & SIMPLE IRAs

- Defined Benefit Plans

Your Family

Pre-Retirement Planning

Wealth Management & Transfer

Education: 529 Plans & Coverdell Accounts

Coogan & UTMA Accounts

For You

Personal Financial Planning

Investments

IRAs (Traditional, Roth, Rollover) 

07/18