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 financial future you want
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.

Supporting the community
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.

Home and Patio Show - September 2018
We were proud to be a part of the Jacksonville Home and Patio Show in September. Enjoyed meeting some new people and seeing some old friends.

Clay County Business and Health Expo - September 2018
The Business and Health Expo in Clay County was a huge success. Waddell & Reed was excited to be represented among the vendors at this great event.

I work with you
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.
Helpful content
I offer a full library of resources to help boost your financial planning knowledge.

Retirement resources
How much money will you need for retirement? What retirement savings vehicles should you be considering? Get answers here.

Investing insights
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

Money management tips
One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.
Whatever matters to you, matters to me.
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.