Being raised in a family that owns a small business, I learned very early the importance of how to manage and allocate each and every dollar earned and spent. That knowledge would be carried with me throughout my life and create the passion for how I work with my clients as a financial advisor.
I enjoy and take pride in working with individuals and small businesses on retirement income strategies, managing taxable income, and wealth transfer and succession strategies. I also assist educators in supplementing their retirement as well as managing their current pension assets. Through the six key areas of the financial planning process, I am able to tailor those strategies to help both clients and their families. My goal as a Financial Advisor is to help make my clients’ goals become a reality by taking into consideration the various aspects of your finances: cash flow management, investments, retirement, college savings, risk management, and estate planning.
I am a 2004 graduate of Grove City College, with a B.S. in Finance. I have been licensed to offer securities since 2005 and have been a Financial Advisor with Waddell & Reed since 2009. In 2016, I became a CFP® professional in an effort to enhance the level of service that I provide to both existing and future clients. I am an active member in several local chambers of commerce and non-profit organizations.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18