I worked in accounting for many years, but in 2014 I found myself looking for a new adventure. While talking to Phyllis about my financial position she offered me a better understanding of the financial world as her Operations Coordinator at Waddell & Reed.
Even at this late age I'm still learning new things about finance and the world so I can assist the team in an effort do an even better job helping our clients.
In my free time I volunteer with the DAVA and VFW Auxiliary to help the Veterans of the United States.