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

Nicole Bean

Success Strategist