"We believe serving others through good stewardship allows them the freedom to follow their true purpose."
What’s Your Investment IQ?
Trust. Faith. Family. Creativity. Client First. We believe values matter, and we strive to live by ours every day.
Years of combined experience and education allow us to help you in many different financial areas of your life.
The foundation of sound financial decisions begins with planning.
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.
Client Relations Manager
Client Relations Coordinator