Kate Hutchenson

Luke Hooper

Luke Hooper is a Memphis native who has built an impressive career in the field of finance and wealth management. He obtained a Bachelor of

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Karen Rowe

Matt Gentzkow

Matt Gentzkow was born in Minneapolis, grew up in Indianapolis, and pursued his college education at Xavier University in Cincinnati. Matt graduated in 2013 with

Read Blog »
Kate Hutchenson

Patricia Reeves

Patricia Reeves is W&A’s Business Administration Strategist. She was born in Kennett, Missouri, but considers herself a Memphian, having lived in Memphis since she was

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Karen Rowe

Crystal Curle

Crystal Curle shines as a Client Experience Strategist at W&A, where she’s known for infusing her work with a perfect blend of professionalism and fun.

Read Blog »
Blog
Waddell & Associates

Sharon Tyson

Sharon Tyson is W&A’s Director of Client Services. Driven by a nurturing and service-oriented character, Sharon’s goal is always to provide exemplary support to our

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Blog
Waddell & Associates

Lanie Oberg

Lanie Oberg joined the W&A family in 2012, bringing a wealth of experience from the corporate and hospitality sectors. With a dynamic background that includes

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Blog
Waddell & Associates

Nicole Bean

As W&A’s Marketing Strategist, Nicole Bean manages the firm’s content, marketing, and development projects. Collaborating closely with W&A’s brand experience strategist, wealth strategists, and public

Read Blog »
Blog
Waddell & Associates

Karen L. Rowe

Karen Rowe is our in-house brand ambassador. She takes the vision of W&A and drives it forward in a tactical and process-orientated way. She uses

Read Blog »
Kate Hutchenson

Luke Hooper

Luke Hooper is a Memphis native who has built an impressive career in the field of finance and wealth management. He obtained a Bachelor of

Read Blog »
Karen Rowe

Matt Gentzkow

Matt Gentzkow was born in Minneapolis, grew up in Indianapolis, and pursued his college education at Xavier University in Cincinnati. Matt graduated in 2013 with

Read Blog »
Kate Hutchenson

Patricia Reeves

Patricia Reeves is W&A’s Business Administration Strategist. She was born in Kennett, Missouri, but considers herself a Memphian, having lived in Memphis since she was

Read Blog »
Karen Rowe

Crystal Curle

Crystal Curle shines as a Client Experience Strategist at W&A, where she’s known for infusing her work with a perfect blend of professionalism and fun.

Read Blog »
Blog
Waddell & Associates

Sharon Tyson

Sharon Tyson is W&A’s Director of Client Services. Driven by a nurturing and service-oriented character, Sharon’s goal is always to provide exemplary support to our

Read Blog »
Blog
Waddell & Associates

Lanie Oberg

Lanie Oberg joined the W&A family in 2012, bringing a wealth of experience from the corporate and hospitality sectors. With a dynamic background that includes

Read Blog »
Blog
Waddell & Associates

Nicole Bean

As W&A’s Marketing Strategist, Nicole Bean manages the firm’s content, marketing, and development projects. Collaborating closely with W&A’s brand experience strategist, wealth strategists, and public

Read Blog »
Blog
Waddell & Associates

Karen L. Rowe

Karen Rowe is our in-house brand ambassador. She takes the vision of W&A and drives it forward in a tactical and process-orientated way. She uses

Read Blog »