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Elizabeth P. Sampson, CFP® and Richard J. West, CMFC®
Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

MEET OUR TEAM

Waddell & Reed's Home Office Wealth Solutions Group

Will Bohne

Will Bohne, CFP®

DIrector, Financial Planning Development

Cynthia Biernbaum

Cynthia Biernbaum

Financial Planning Consultant

Catherine Hille

Catherine Hille, CLU®, ChFC®, RICP®

Sr. Consultant, Insurance and Annuity Sales