Financial planning is a life-long process that is created and adapted based on your needs, values and unique situation. It is through such a process that you can work toward pursuing your most important aspirations.
To assist individual and business clientele in working towards three financial goals:
- Wealth accumulation during working years
- Financial freedom and independence in retirement years
- Management of estate taxes when accumulated wealth is passed on to beneficiaries
I have worked in the financial services profession since 2002. I am a Chartered Mutual Fund Counselor, and a Chartered Retirement Planning Counselor. When away from work I enjoy hiking, fishing, photography, traveling, cooking and sharing good food with friends. I reside in Wasilla with my husband Tony Russ, whose businesses are Northern Publishing and Chinook Shows: producer of the Mat-Su Outdoorsman Show. We have two dogs and a cat.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18