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.

Learn More

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.

Learn more

Helpful content

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

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.
Learn More

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
Learn More

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More

Questions? Let's connect

Name
Email
Phone
Question
Thank you!
Oops!