I joined Waddell & Reed after working for 8 years with two of the highest rated teams in the country at Citi-Smith Barney and Wells Fargo Advisors. My apprenticeship began at Morgan Stanley Dean Witter in 1999. I realized that the delivery of MY client experience was far more personal and more creative than the bank was teaching us. I enjoy people; all different kinds of people. And I truly enjoy helping people.

My recent move to become an independent advisor at Waddell & Reed allows me to focus on two primary areas for my clients; financial planning through investment management and insurance planning, as well as active portfolio management through investment strategies such as option buying and writing. I have extensive experience working in the accumulation and retirement stages of my client’s financial plan.

My planning process consists of organization, visualization and clarity. My clients appreciate my extra effort to ensure expectations are set and met. I enjoy the challenges brought to me every day and can clearly identify a customized agenda for meeting those challenges, achieving both short and long term goals.

I studied Psychology and Economics. I also played water polo for National & Club level teams. I have an amazing wife, 4 year old daughter and a newly arrived son! I love spending time at the beach with my family, golfing and, of course, tea parties.

I add value in the following areas:

Financial Planning
Insurance Planning
Investment Management
Retirement/Income Planning
Option Strategies
Employer 401K or DBP plan set up
Income Structures
Conservative Savings
Savings Plans