Regardless of your circumstances, the prospect of establishing and maintaining a financial roadmap can be daunting. With this in mind, I work with my clients to identify their unique financial challenges and goals in order to create an individualized plan to help guide them on their financial journey.
As your Financial Advisor, I am available to:
-discuss the financial implications of recent life events, such as divorce, birth of a child, loss of a spouse, or retirement;
-explain how various savings, investment, and insurance tools can work for you;
-recommend and describe plan options designed to address your goals;
-execute your chosen strategies, leveraging the strength of Waddell & Reed.
Through my personal and professional experiences, I've developed a dedication to helping individuals overcome fear, confusion, and other obstacles that prevent them from taking steps toward financial independence.
Whether you’re considering a professional financial advisor, or just have a few questions relating to your financial wellness, I welcome you to contact me without cost or obligation.