"We believe serving others through good stewardship allows them the freedom to follow their true purpose."
Pontem Financial is a team of Financial Advisors with Waddell & Reed who work together to provide a personalized, service oriented, face to face client experience. We initiate every new client relationship with a planning mentality, realizing through our years of experience, that with a thoughtfully chosen target, better decisions prevail. In light of our collaborative process, we chose the name "Pontem," derived from the Latin word for "Bridge". Our primary purpose is to support the creation of a solid financial foundation. We are here to bridge the gap between today and the rest of your life's journey, helping to create multi generational wealth so that you can pursue your true passion!
Client First. Family. Trust. Creativity. We believe values matter, and we 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.
Client Relations Manager
Client Relations Coordinator