Jessie and I work together as a cohesive team to provide the highest quality experience we can. Technology, which is an incredibly useful tool in this endeavor, allows us the ability to serve you in a collaborative way.
Brian joined Waddell & Reed in 2009, and LPL in 2021 as a result of the two companies merging. A University of Connecticut graduate, Brian sustains his industry knowledge through continuing education, and has earned the CFP® mark...
Jessie joined the team in 2017 and has had experience in the insurance industry since 2014. As a licensed Operations Manager, her focus is on assisting clients during their financial planning and asset management experience. She...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We aim to help you address your needs of today and for many years to come. We look forward to working with you.