I'm very happy that Brian informed me about the MAP option and kept a discussion going until I felt comfortable with the process. Moving my accounts into the MAP model has proved very satisfactory.

Brian has been available to us at just a moments notice. He answers my questions so that I understand the answers. All we need is to convince him the support cats instead of birds.

We have been with Brian for many years and life changes. We have gone from employment with 9:00-5:00 jobs to consulting work to full retirement. He has talked us through a number of significant financial decisions related to those changes, and done an excellent job of addressing pros and cons of various options. We highly recommend him!

I've been with Waddell & Reed for decades, and I am completely satisfied with their service.

Brian will always give me his thoughts on any questions I ask of him. He is willing to listen as well. He has been a solid financial advisor.