Year End Team Review
Here's to becoming a grandpa
Jeff and Angie became grandparents this year!
Here's to becoming a dog owner
Emily, a member of the team, got a new puppy, Bentley!
Same Old Team With The New Name
Your values:
Our financial advice is tailored to you: your ambitions, your priorities, and your family, essentially, the things that matter most to you.
Our vision:
Once we understand you and your priorities, we then work together with you to develop a plan that's right for you.
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 reach your goals.
Our team is growing... growing... growing
We are excited to announce three new ladies to our team!
Sidney - She is currently in her Junior year at Washington State University getting a degree in Finance and minor in Mathematics
Lori - Our new paraplanner. She graduated from WSU with a degree in broadcast and communication and has recently moved back from the Portland area with her husband and children.
Maddie - She is currently in her Senior year at Washington State University getting a degree in Finance.
We gladly welcome them to our expanding team.
Sidney, Lori and Maddie act as non-registered assistants of Waddell & Reed.