7001 North Scottsdale Road
Perception vs. Reality
Inflation and Your Portfolio
The Cycle of Investing
Estate Management 101
Women and Retirement
The Facts About Income Tax
7001 North Scottsdale Road, Suite 2035Scottsdale, AZ 85253
Meet the Team
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
The Richest Man in Babylon
We create strategies that are tailored to your needs and goals. Our process of Listening, Planning and Advising requires our understanding of your objectives, needs, values, time horizon, risk tolerance and expectations.
Trust. Honesty. Integrity. We believe values matter, and it is the foundation of relationship we establish with our clients. Your journey, goals and plan are our commitment.
Founded in 1937, Waddell & Reed's approach to financial planning has remained simple, genuine and straight-forward: know our clients well, treat them with respect and measure our success by their success.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
I offer a full library of resources to help boost your financial planning knowledge.
The History of Retirement
Tuning Your Social Security Benefit
Retirement Traps to Avoid
Five Things to Know About 529 Plans