Our Qualifications

Waddell & Reed has been working with individuals and businesses for over 70 years.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.

Michael is a graduate of National American University, in Rapid City, South Dakota where he majored in Information Technology and Applied Management. Michael also went on to complete his Master of Business Administration degree. 
Michael is a retired analyst from the United States Air Force and has been working in the financial services profession since 2005. His approach centers largely on client education and interaction. This allows clients to be part of the team rather than bystanders. Michael utilizes his experience to develop strategies to focus on managing risk and customizing portfolios to suit the individual goals and constraints, and assisting clients with life's many unknowns as they arise.
Waddell & Reed is not affiliated with any other entities referenced herein.