Our Associates

Sophia is passionate about helping people live their best lives through collaborative financial planning and financial education. She has worked in the financial industry in various capacities since December 2007. After growing up...

Stephen has proudly been with Waddell & Reed since 1981 and in the industry since 1980. He has always been an active member of his community, taking pride in helping friends and colleagues in many ways. His passion in this business...

Patti excitedly joined our team in February of 2016 and has been an integral part of daily operations since. She is available to meet with both new and existing clients to review accounts and work through financial planning...

Allison is a Greeley native and joined our team in March of 2018. Allison earned a Bachelors of Science degree in Mathematics from the University of Northern Colorado in 2006, and she worked in education before seeking a degree in...

Sharon joined our team in January 2020. She worked in the oil and gas industry for several years in Human Resources/Payroll. She loves to help people anyway she can. Sharon is native to Chicago. From there, she moved to Palm Springs,...