I started my career after college as a professional golfer, first as a player for five years and later as a teacher and coach at California State University, Fresno for antoher five years. Next I started a residential home construction business that eventually grew into a full scale residential/commercial building and development company employing hundreds of workers. For the last 19 years I have been a Financial Advisor, serving my community and helping clients and their families to pursue their financial goals.
My mission at Waddell & Reed is to help our clients to relax and to breathe easier about life.
We offer a friendly, family financial office for busy individuals and business owners.
My personal practice centers on helping four types of individuals:
2) Small Business Owners (under 100 employees)
3) Executive who have Investment Tax Issues
4) Athletes who need Wealth & Risk Management
What do we offer?
Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, life insurance, disability insurance, health insurance, long term care insurance, 401(k)s, corporate benefits, estate planning, budgeting and much, much more.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18