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
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
Laurie Cortner
Laurie Cortner is a wealth strategist at Waddell & Associates, who helps clients bring clarity and confidence to their financial lives through thoughtful, personalized planning.
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.
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
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
Nola Mooney
Nola Mooney is Waddell & Associates’ Marketing Support Strategist who brings creativity, organization, and strong cross-team collaboration to the firm’s marketing efforts. A Nashville native with a sharp eye
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
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
Laurie Cortner
Laurie Cortner is a wealth strategist at Waddell & Associates, who helps clients bring clarity and confidence to their financial lives through thoughtful, personalized planning.
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.
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
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
Nola Mooney
Nola Mooney is Waddell & Associates’ Marketing Support Strategist who brings creativity, organization, and strong cross-team collaboration to the firm’s marketing efforts. A Nashville native with a sharp eye