3201 Shamrock Street S, Suite 104Tallahassee, FL 32309
A values-based approach
My greatest joy is building lasting relationships with my clients. I see my clients as an extension of my family, and I believe success demands a deep understanding of your cherished dreams and unique needs.
What Our Kids Can Teach us About Saving Money
Should You Tap Retirement Savings to Fund College?
The Real Cost of a Vacation Home
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
Our business is built on a foundation of thoughtful client relationships.
I offer a full library of resources to help boost your financial planning knowledge.
Tax Reform: Before and After
Why Everyone Needs an Estate Strategy
Retirement Income and the Traditional Portfolio
I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.