Broker Check


Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

I’ve been a financial advisor for [xxx] years and with Waddell & Reed since [year]. As a financial advisor I offer investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.

[insert one-paragraph bio] [SAMPLE: On the personal side, I’ve been married to [spouse name] since [year]. We have [number of children] and [number of grandchildren]. In my free time, I enjoy [hobby 1, hobby 2, and hobby 3].]