Our Associates

Sophia and Steve have worked together since 2007 and are father and daughter. One of Sophia's passions is to educate people about their investments and her mission is to help them to live their best lives through collaborative...

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 is originally from Nebraska and joined our team in February of 2016, after working in higher education for a number of years. In July of 2015 she married her husband, Aaron, and they are welcomed their first child in May of 2018. 

Allison is a Greeley native and joined our team in March of 2018. She is a graphic designer by trade and created the Intrinsic Financial Design Group logo with Sophia before joining the team. Allison is a professional pyrotechnician...