Broker Check

Our Mission


adjectiveeasily understood or recognized by the mind, obvious

verbto make evident or certain by showing or displaying

noun: a list of passengers or an invoice of cargo for a vehicle (such as a ship or plane)

We believe the word “Manifest” represents the way we work with our clients in multiple ways.  Our primary goal as Financial Advisors with Waddell & Reed is to help you identify, clarify, and prioritize what is important to you, and help you create a plan to pursue the goals you’ve set for yourself.  In the course of planning, we will often make lists of your assets and liabilities, similar to a shipping manifest, to help us organize and understand your financial position.  We can also create regular “to-do” lists to help make changes when necessary and pursue opportunities as they arise.

Personal finance is one of the leading causes of stress in many people’s lives. It is also one of the least likely topics that people will discuss openly, even with their closest friends and family. We understand the need for professional advice that many people have, and we strive every day to provide quality, innovative solutions to help our clients pursue their financial goals.

The foundation of our process is in understanding what truly drives and motivates our clients, what is most important to them, and what they want to achieve now and in the future. We then strive to help them create a detailed plan to pursue those goals in an effective and efficient way, monitor progress regularly, and can make adjustments when needed. We want to develop lifelong relationships with our clients, work to earn and keep their trust year after year, and strive to put their needs first in every action we take. We are honored by the trust our clients place in us and feel incredibly fortunate that we are able to help them pursue their financial goals and dreams.