Broker Check

"We believe serving others through good stewardship allows them the freedom to follow their true purpose."

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More


Our Values

Trust. Faith. Family. Creativity. Client First. We believe values matter, and we strive to live by ours every day.

Learn more

Our Services

Years of combined experience and education allow us to help you in many different financial areas of your life.

Learn more

Financial Planning

The foundation of sound financial decisions begins with planning.

Learn more

Our Team

Pontem Financial is a team of Financial Advisors with Waddell & Reed who work together to provide a high touch client experience. The name Pontem is Latin for Bridge, a fitting description for our purpose in your life. Knowing where you want to go is easy but knowing how to get there can be a challenge. We can help build the bridge between where you are and where you want to be.

Learn more

Meet the Team

Have a Question?

Name
Email
Phone
Question
Thank you! Oops!