It's Never Too Late for a Second Opinion!

Preparing for a successful retirement has always been difficult, but I feel today more than ever it is important to have a team you can trust on your side.  Please recommend me to anyone that is working toward transitioning into or who is currently in retirement.  

I offer a combination of knowledge, ethics, and concern that I feel is hard to find. I believe this will allow you to be confident your friends, family members, co-workers, and associates will be in capable hands and will thank you for pointing them in my direction.

Please feel free to call or e-mail me with the contact information of the person you are referring and I will send out a Prospective Client Kit and follow up with an phone call inviting them in for a comprehensive and complimentary review*.



*The free consultation provides an overview of investment and financial planning services offered through Waddell & Reed, Inc. You are not obligated to purchase any products or services as a result of receiving the free consultation.