Financial planning and education are at the center of my team's practice. By focusing on the personal financial goals and concerns of our clients we are able to develop financial strategies that they feel confident implementing. I work with a team of three licensed associates who are all able to answer questions and perform planning and investment transactions for clients when needed.
I have been with Waddell & Reed since 1993. Before becoming a financial advisor I taught high school and coached in the Twin Cities area and at American Schools overseas. In my spare time I enjoy travel and all things outdoors on the Wisconsin farm that has been in my family since 1920.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18