Thriving & Surviving Virtual Event
Missed our latest community event? Click below to access the recording!
New Office Protocol
For our mutual safety, we have established some new guidelines for any in-person paperwork drop-offs or meetings.
Coaches
Coaches have helped you your whole life, in ways big or small. We'd like to be one of them.
The Financial Future You Want
We provide the products and services to help you get there.
Charitable Giving: Smart From the Heart
Learn how you can support the causes you are most passionate about.

Your Values, Our Vision
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

The Financial Future You Want
We provide the products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.

Supporting Small Business Owners
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
Helpful Content
We offer a full library of resources to help boost your financial planning knowledge.