Mission Statement

<b>Mission Statement</b> <b> </b> &#8220;Helping clients plan and invest for their ideal&#160;financial future&#8221;

Mission Statement “Helping clients plan and invest for their ideal financial future”


Our mission is to help individuals and businesses plan and invest for their ideal future. By building strong long term relationships with our clients, we can help them work to pursue their financial life goals. We do this by developing a deep understanding of our clients, working hard to research investments and the financial environment, crafting a financial plan tailored to their unique situation, providing high quality advice on the available investment options, and managing their finances through ongoing service. We strive to educate our clients with the knowledge they need to make decisions as they navigate through the complex world of investments and their personal lives, towards their goals.

Our endeavor is to grow the practice through investor asset growth (via investment management and additional savings) and new client acquisitions (via personal introductions and networking), so our clients can benefit from a long term advisory relationship throughout their entire lives. We are Financial Advisors with Waddell & Reed, one of the most enduring planning companies in the United States. We also work with our office staff and local professionals which help us provide quality advice, products and services.


We believe financial advising is one of the few professions that we can have a huge impact on our client’s individual lives. Helping them work to pursue their most important aspirations, as well as having an influence on the overall financial health of our community, is our passion.

We have always practiced being goal setters and planners in our own personal lives. We believe if we can help our clients in the same way to plan and invest for their financial future, they can be positively impacted with us in their lives.

We’d love to meet with you and discuss your financial goals and strategies to pursue them. Contact us today to schedule an appointment.

Thank you!