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
Michael Bartlett, Jr.
Michael Bartlett, Jr. was born and raised in Gulfport, Mississippi. He earned his Bachelor of Science in Finance from Christian Brothers University and an MBA
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
Phillip G. Brooks
Phillip Brooks brings a decade of financial services experience and a client-first mindset to his role as a Client Service Strategist at Waddell & Associates.
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
Michael Bartlett, Jr.
Michael Bartlett, Jr. was born and raised in Gulfport, Mississippi. He earned his Bachelor of Science in Finance from Christian Brothers University and an MBA
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
Phillip G. Brooks
Phillip Brooks brings a decade of financial services experience and a client-first mindset to his role as a Client Service Strategist at Waddell & Associates.