Meet Our Waddell & Associates Family

David S. Waddell, CFP®

CEO, Chief Investment Strategist

Perry Green CPA/PFS, CFP®, CFA®

Chief Financial Officer,
Senior Wealth Strategist

Tee L. Meeks FPQPTM, CRPC®, Certified Senior Advisor®

Chief Administrative Officer, Chief Compliance Officer

Phyllis R. Scruggs, CFP®, CFA®

Vice-Chairman, Senior Vice President, Senior Wealth Strategist

Kathy S. Williams, CFP®, CDFA®

Principal, Senior Wealth Strategist

Allie J. Prescott, J.D.

Senior Vice President

Carol Lee Royer, CFP®, CFA®, CDFA®

Senior Vice President, Senior Wealth Strategist

Tim Ellis, CPA/PFS, CFP®

Senior Investment Strategist,
Wealth Strategist

Sean Gould, CPA/PFS, CFP®

Senior Wealth Strategist

Teresa J.W. Bailey, CFP®, CDFA®

Director of Development,
Wealth Strategist

Ross Bomholt, J.D., CPA

Wealth Strategist

Karen L. Rowe

Development Strategist

Sharon Tyson

Director of Client Services

Lynne Thacker

Office Manager, Operations Associate

Francine Olsen, FPQPTM

Operations Associate

Jill Shumann, FPQPTM

Registered Paraplanner

Lanie Oberg, CAP-OM

Executive Assistant to the CEO

Teresa Williams

Operations Associate

Dorinda Fears

Operations Associate

Ashley Sedillo

Success Strategist