Networks

Introduction

I am a Financial Advisor with Waddell & Reed Financial Advisors. I work with clients to identify their financial goals and dreams, and ways to achieve those goals through asset management, retirement planning, risk management, and financial planning.

Do you belong to any other networking groups? If so which ones?

Dublin Tennis and Social Club, Columbus Vegan Meetup Group, Columbus Ballroom Dancing Meetup Group

What product or service do you offer?

At Waddell & Reed, we offer brokerage, financial planning, risk management, and wealth management services.

What was the last music concert you attended?

Tim McGraw at the Schottenstein center. I'm a cowboy at heart:).

What's one thing most people don't know about you?

I went to Stanford for a year.

Give us 5 words to describe the type of person you are.

Sociable, trustworthy, transparent, committed, knowledgeable.