Our Team

I’ve been helping people with plans for retiring, college for their kids and protecting their families with insurance since 1997. The biggest challenge for me was when my Dad got cancer, and later on dementia. I saw how my Mom...

I believe that helping you pursue your goals goes beyond offering various investment products. It involves understanding your objectives, needs and personal values. I 've been a Financial Advisor with Waddell & Reed since 2011. It's...

I have been Kathy and Julie's advisor assistant since 2019. I am committed to supporting and helping to grow their client relationships. I have worked in administrative and client service roles for over 7 years.