2848 East Brown Road
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.
Stay Safe with a B.O.P. At Your Back
The Long Run: Women and Retirement
When Markets React
2848 East Brown Road, Unit 42Mesa, AZ 85213
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.
Social Security Benefits: How Much Will I Receive
What's My Potential Estate Tax?
The Facts About Income Tax
Laura and Marlene act as non-registered associated persons of Waddell & Reed, Inc. They are authorized to assist Advisors with Waddell & Reed with approved activities. They are prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) they support. In addition, they are not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.