Broker Check

Waddell & Reed - Eagle Idaho

Financial Advisors

208-947-9000

1065 East Winding Creek Drive, Suite 250
Eagle, ID 83616

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.
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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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Questions? Let's connect

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