Our Qualifications

WDR Financial Services, LLC is a group of experienced and qualified professionals holding designations such as CPA and Certified Financial Planner (CFP®) and state specific insurance and investment licenses. 

Our associates utilize their tax and financial perspectives to create customized solutions to meet the unique objectives of individuals, families and business clients.  Our service-oriented background means that we are here to serve you in all of your financial needs and in a way that is in your best interest.