Our Services
Individual Retirement Plans
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.
Business Retirement Plans
Employees want more than a paycheck; they want a competitive benefits package. I can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.
Financial Planning Services
Whatever your financial planning needs – from developing an investment strategy, to planning for retirement, to evaluating your risk management needs – I can help.
Investments
The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.
Advisory Programs
Gain a professional perspective – and clear direction – for your financial journey with Waddell & Reed’s Managed Allocation Portfolios and Strategic Portfolio Allocation programs.
Insurance
Money management is about more than just accumulating and investing your assets — you also have to protect those assets.
Education Funding
Learn about the education investing options available to you, and start investing for your child’s future today.
Gifting or Giving Strategies
Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.