For more than twenty years I've been helping my clients develop strategies for pursuing their financial goals. I hold series 7 and 65 securities registrations and I am life and health insurance licensed in Arizona. I have experience in servicing the pre- and post-retirement needs of investors including: sources of retirement income, planning for long term care, estate planning, asset management and investment strategies. I am a graduate of Northern Arizona University, an alumnus of Salpointe High School and a Tucson native.
Waddell & Reed is not affiliated with any other entities referenced herein.