Thanks for taking the time to review our website and on-line tools. First, a little about my philosophy and then a little about myself...
I believe that taking care of your income and your wealth is one of the most important jobs that you have. Yet, we know most people spend more time planning their vacations than planning their financial futures. For that reason, I feel that making the first decision to work with a professional advisor is a smart one. But deciding with whom you work is just as important. Comprehensive planning can be approached differently and I want you to understand how we make an effort to be different and why I believe working with us can be helpful.
First, our team strives to create harmony among 6 areas of financial planning (investments, taxes, retirement, budgeting, insurance & estate planning). These pieces of your financial picture are interdependent and changes to one can affect the other areas. And for that reason, we work to help ensure there is harmony among all these areas and communication between the professionals who are responsible for each. If all your professionals are not on the same page, it might be time to make a change.
After being in the business for over 25 years, I believe this is the best way to work with clients. I began in the business in Baltimore where I grew up and then joined the industry in 1991. I moved to Texas in 1995 where I have held leadership positions serving clients and advisors across Texas. I'm a graduate of the University of Maryland with a degree in business and possess extensive experience in marketing, public speaking, investments, leadership and general business management. I welcome a conversation personally to discuss which advisor in Texas is a good match for your needs. When I'm not working, I enjoy spending time with family, classic cars, running, reading, golf and watersports. If you have not watched this brief video yet, please do: Financial Planning Video
To your success!
Waddell & Reed is not affiliated with any other entities referenced. 05/19