The financial future you want
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
Supporting the community
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
I work with you
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
Retirement resources
How much money will you need for retirement? What retirement savings vehicles should you be considering? Get answers here.
Investing insights
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Money management tips
One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.