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Our Story

Who We Are:
We are a team of advisors who understand those everyday challenges you face, from the dynamics of home and work balance to developing and following a budget. We are passionate about helping you to steward the resources that you have, building a roadmap for your financial future, and assisting you in the pursuit of the legacy that you want to leave for future generations.

We are dedicated to developing lasting relationships with our clients. In helping you assess your financial goals, we strive to serve as a professional resource as we navigate the management of your finances.

How We Got Here:
Our desire to build a practice that helps meet your needs by bringing in areas of knowledge and experience from a team of diverse advisors led us to converge our skills into The FRS Group at Waddell & Reed. From retirement planning to portfolio development to insurance needs analysis and beyond, we work together, drawing on each others skills in order to provide a comprehensive financial planning experience for our clients.

What Sets Us Apart:
Our backgrounds enable us to work with multiple generations while understanding the challenges that each situation poses. We have personal experience as former military, former public employees, members of large and small families and across a variety of generations. We are committed to listening to and understanding your financial goals, to putting together a realistic approach to helping you pursue your objectives while holding you accountable throughout the process with a logical, thoughtful perspective.

What matters most:
We believe stewardship is the highest calling that we have; And that each of us is called to take care of what has been entrusted to us, to look after it as though it were our own, and to pass it on to future generations. We look forward to using our experience to become a professional resource for your pursuit of excellence in stewardship.

09/18