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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


How We Work with You

Wealth Management Planning 

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Comprehensive Wealth Management

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Estate Planning Strategies

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Business Owners

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Corporations 

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Collaborating with Clients 

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Market Month: February 2020

February was marked by investors’ fears of widespread economic tumult caused by the coronavirus. With a growing number of...
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Consequences

Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how.
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