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To assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives.
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As a former CFO and owner of a manufacturing company I have experienced the joys and financial responsibilities of business ownership and management. I also worked in banking for 13 years with pension administration, trust and human resources. I understand the concerns and challenges of creating, protecting and preserving assets for families and business enterprises. |
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Financial Planning Investment Strategies Retirement Planning Other: Business Owner Strategies |
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I am a long time Seattle resident and have two adult sons. I enjoy the Pacific Northwest's beauty sailing on Puget Sound, learning to play golf and visiting friends in and out of the country. I am active in the following organizations: Master Builder Association-King + Snohomish Counties Queen Anne and Magnolia Chamber of Commerce Sons of Norway Commercial Club Sons of Norway Association SODO Association MIC-Manufacturer's Industrial Council-Seattle Shilshole Bay Yacht Club |
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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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