Thank you for visiting our website! Your interest in our services is truly appreciated. I hope you will find the information here a useful first step in the development of a personal relationship, which I believe is the cornerstone to a successful professional relationship.

Photo Credit-Mark Adamson

Cathy acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors; in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.




More Videos »