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To help my clients increase their quality of life by helping them to identify and prioritize the financial goals unique to their situation. I will always act with honesty, with integrity, and within the best interests of my clients such that they will be proud to recommend my services to others.
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Bachelor of Science (BS) Engineering, Purdue University Master of Science (MS) Management, Purdue University |
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I have more than fifteen (15) years experience in a variety of marketing / sales and production management roles. My uncommon blend of industrial marketing and operational experience affords me a unique perspective that allows me to identify with clients having a variety of career, business, and personal financial concerns. |
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Education Funding General Estate Planning Information Financial Planning Insurance Portfolio Planning Insurance Strategies Investment Strategies Mutual Fund Investments Portfolio Allocation Strategies Qualified Retirement Plans Retirement Planning Risk Management Strategies Tax-Advantaged Investing |
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I am blessed to have a loving family - including my wife, children and their grandparents, aunts and uncles - so that I myself have faced many financial concerns common to most couples and families. Sharing these financial challenges sharpens my ability to develop recommendations uniquely appropriate for each of my clients. |
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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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