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You can click here for a Calendar of Events, or click here to Tell A Friend about this site.
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To enhance the lives of my clients by:
? Listening to and understanding their financial goals and dreams.
? Partnering together on a personalized comprehensive financial plan.
? Focusing on what is beneficial to them.
? Committing to follow the biblical principles of truth and faithfulness.
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Bachelor of Arts (BA) Other: Master of Divinty |
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Chartered Retirement Planning Counselor, CRPC |
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Education Funding Financial Planning Insurance Portfolio Planning Investment Strategies Portfolio Allocation Strategies Retirement Planning |
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* Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies. |
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** Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested. |
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The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.
Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.
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