My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years.

At Investment Concepts, we are an independent financial planning firm, providing transparent investment information. We rely on a decision-making process that centers around your wants and needs in developing a plan that you can be confident in.

-Re-allocation of client contracts to suit clients goals suitable to their risk tolerance with economic outlook considerations-Preparation of client portfolio assets and investments for client-advisor meetings-Coordination with the home office, wholesalers, and other reps for client account transactions-Overseeing and assisting in office efficiency project which includes a paperless office, organization and update of know your client information-Other tasks and duties that are assigned

Connected with and shared experiences with the friends and family of Wisconsin athletics to exceed expectations of service.