Our Mission Statement


 By listening to your unique needs, values, fears and goals,

we build long-term trusted client relationships.

We want you to expect honesty and integrity

as we guide you to understand the financial choices available to you.

Together, with a higher level of clarity,

we can confidently make impactful financial decisions

that are designed just for you.

We believe you can benefit

from our 46 years of combined experience at Waddell & Reed. We continually educate ourselves and improve our skills to better serve you.

We share a vision

to be trusted advisors with you on your financial journey.

We share the values

of empathy, integrity and truthfulness to serve you and help you pursue your goals and dreams.

We share a purpose

to empower you with the clarity and confidence to make the important financial decisions that impact every area of your life.