Your Step by Step Planning Team

II knew early on that I wanted to work in a profession where I would never have to deliver bad news to someone if there was nothing I could do to help them. I believe everyone is entitled to good financial advice, regardless of their financ

I first joined Waddell & Reed in 2008 and began working with Phyllis in 2009. I am a graduate of Crown College in Minnesota and hold a B.A. I am an active volunteer with several local non-profits and enjoy helping others in any way I...

Originally from Columbus, I've worked in the financial services industry ever since coming to Lincoln to attend college at the University of Nebraska. I began working as a Financial Advisor with Waddell & Reed in 2013 and was blessed to bec

After eight years of working as an X-Ray tech, I decided it was time to make a change in the way I helped people. This led me to begin my career as a Financial Advisor with Waddell & Reed in late 2015. And in early 2017 I transitioned...

I worked in accounting for many years, but in 2014 I found myself looking for a new adventure. While talking to Phyllis about my financial position she offered me a better understanding of the financial world as her Operations...

I have joined the team with 4 years of Administrative Assistance experience. With my previous experience of a head cook for an LPS high school and an in home daycare for 20 years, I am very adept...

Lynn joins our team as an advisor with 7 years of experience as a Waddell & Reed Advisor. Lynn previously worked as a Wellness Coordinator for Kawasaki Motors and B&R Stores. Lynn and his wife Jennifer are long-time Lincoln...