Meet our strategists

United in purpose, driven by values. We are the wealth strategists at Waddell & Associates.

Our team stands ready to meet your needs, planning for the lifestyle of your dreams. Whether you’re looking to manage wealth strategies for your family or integrate planning for your family business. we’re here to help. Meet the people who guide our clients on life’s journey each day.

David S. Waddell

President & CEO, Chief Investment Strategist

Perry J. Green

Chief Financial Officer, Senior Wealth Strategist

Sean Gould

Partner, Senior Wealth Strategist

Phyllis R. Scruggs

Vice-Chairman, Senior Vice President, Senior Wealth Strategist

Allie J. Prescott

Senior Vice President

Carol Lee Royer

Senior Vice President, Senior Wealth Strategist

Robby J. Graham

Wealth Strategist

Shelly H. Baker

Wealth Strategist

Luke Hooper

Wealth Strategist

Matt Gentzkow

Investment Strategist

Patricia Reeves

Chief Compliance Officer | Business Administration Strategist

Crystal Curle

Client Experience Strategist

Sharon Tyson

Director of Client Services

Lanie Oberg

Executive Assistant to the CEO

Nicole Bean

Marketing Strategist

Karen L. Rowe

Brand Experience Strategist

Rhonda H. Gibbons

Client Service Strategist

Alexa Alcala

Client Service Strategist

Laurie Cortner

Client Service Strategist

Krista Burt

Office Administrative Strategist

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