Our Team

Linda has been a Financial Advisor with Waddell & Reed since 1996. She graduated with a Bachelors of Science from University of California, Davis. Linda has a deep passion to see her clients succeed - to pursue their goals and dreams...

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you.

Kellie worked for Waddell & Reed as an Administrative Assistant for 12 years before coming to work as an Advisor Assistant in the Albany office. She has a