My Mission: To help you pursue YOUR mission. This is not just about your money. It's about coaching you on a path that helps take you closer to your dreams and further from your fears.
Experience/Licenses: I have been helping individuals and businesses with financial advice and services since 2004, following a career in healthcare administration. My licenses are listed below.*
Family: My wife Patty and I have been married for 35 years, and our home is in the Metcalfe Park neighborhood of Omaha. Patty serves my clients as an Advisor Assistant at Waddell & Reed.**
Where I'm From: I was raised in Sleepy Hollow, NY, a town of 8,000, home of the famous legend of the same name, and lived two blocks from the Hudson River, back in the day when kids played in the street and the woods. Patty and I lived in Seattle and Virginia before settling in Omaha.
Why I'm a Financial Advisor: Because I like people, and nothing makes me feel better at the end of the day than knowing I've helped someone pursue an important goal.
My Other Priorities: I enjoy the ever-expanding ethnic dining options in our city, canoeing Nebraska rivers, singing karaoke and fiction writing. I enjoy reading about the great leaders in American history and the musical heroes of my youth. I study Spanish and the affairs of Latin America, and I attend Faith Journey Church of the Nazarene.
A Tricky Name! Although I do often agree with people, my name is pronounced AY-gree.
*I hold the Series 7, 63, and 66 securities licenses. I serve clients in the states of Nebraska, Iowa, Arizona, California, Colorado, Florida, Illinois, Kansas, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New York, North Dakota, Oregon, South Dakota, Texas, and Washington (state). I am also Life and Health Insurance licensed in Nebraska, Iowa, Kansas, Arizona, Florida, Illinois, Massachusetts, Michigan, Minnesota and Missouri.
**Patty Agree is not employed by Waddell & Reed, Inc. but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.