Financial Advisor Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets. I’ve became a financial advisor in 2008 and have been helping clients achieve their financial goals with Waddell & Reed and now LPL Financial since 2011. As a financial advisor I provide clients investment options, 401(k) Rollover services, access to life insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, I can help.