Waddell & Reed

Impressum

I help Individuals and Businesses navigate the complex world of Investments, and create Personalized Financial Plans to Execute, Monitor, and Pursue Goals.

As a Waddell & Reed financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey.

I couple my education with practical application from my experience as a father of 5 (two college grads, a Senior at Penn State, a rising college Freshman and high school sophomore)--and husband with over 30 years of marriage!

My approach is decidedly simple, genuine and straightforward: My success depends on my clients' success. This approach has been key in establishing deep, enriching relationships with my clients.

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Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.

This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.

For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.