• Waddell & Reed, Inc.

    • Financial Services
    • Financial/Consultants & Services
    • Financial/Institutions
    3257 E. Guasti Rd.
    Suite 100
    Ontario, CA 91761
    909-605-6205 ext 114
    (909) 605-6208 (fax)
    • About

      My goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey.