1999 South Bascom Avenue
A personal approach
We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
Surprise! You’ve Got Money!
Let’s Look Forward
Walk in Our Shoes
at Waddell & Reed
1999 South Bascom AvenueSuite 400Campbell, CA 95008
Meet the Team
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.
Three Key Questions to Answer Before Taking Social Security
Four Steps to Valuing an Estate
The Facts About Income Tax