Let's Chat!

Spend a few minutes with me to explore your current financial journey.

• Let’s talk about your real-world goals. Financial planning and investing are different for everyone.
• What changes should you make to get you to your desired destination?
• Choose a 15-minute slot on my calendar that works for you.

Teresa J.W. Bailey, CFP®, CDFA®

Wealth Strategist,
Director of Development
Waddell & Associates