I started at Waddell & Reed in 2011 and have been an assistant for Jason Ledermann's team since 2016. I have degrees in management and accounting. My main focus in the practice is preparing client paperwork. I also verify client transactions are processed accurately and timely. I enjoy helping the team with details and reports that assist the advisor in pursuing our clients' financial goals.
My wife, Jenny, and I have 3 kids. I am a leader in Cub Scouts and was a volunteer firefighter. Our family likes water parks and playing games (sports, cards, and board games) and our kids also enjoy raising pigs in the summer on their grandma's farm.