Meet Our Staff

Karen's experience prior to joining Waddell & Reed includes many years in private industry and public accounting. She believes in going the extra mile for each client and believes that every individual has the right and ability to...

How does one go from being a healthcare professional to a financial advisor? Growing up Tim was told that he was a leader with a gift for being good at relationships and that he should go “do something special”. Initially...

Doug’s experience in the accounting industry for five decades brings valuable perspective to individuals, business owners, and non-profits. After graduating from Drake University in Des Moines, Iowa he started a tax and...