I have been with Waddell & Reed since August 2001. I enjoy helping clients pursue their financial dreams and goals. I believe my job is to help clients make well-informed financial decisions and we do this through the financial planning process. I hold my Series 7 & 66 securities licenses along with Life, Accident and Health.
I married my wife, Amy, in 2000, and we have 3 wonderful kids. Our kids keep us very busy with all of their music, sports, and other activities. When we aren’t attending our children’s events our family enjoys camping, fishing, hunting, running, and some travel.