Our Team

Donovan has been a financial advisor since 1991. He obtained the Certified Financial Planner™ certification from the College of Financial Planning in 2012. He also holds the Chartered Retirement Planning Counselor (CRPC®)...

Jeff began his career in Financial Planning by joining Waddell & Reed in 1980. In the past he ran a tax preparation business and was an instructor in the Financial Planning Certificate Program for The University of California Extension...

Pat has joined our team in 2022. We have known and worked with Pat for 22 years as a fellow financial advisor, and as a manager for Waddell and Reed in Nevada and Northern California for the last 15 years. He has trained, coached and...

Virginia joined our office in May of 2013 and has worked as a financial advisor since 2008. Virginia was born and raised in Sonoma County, CA, where her parents still reside. She graduated with a degree in Finance from California State...

Josh joined our office in 2023. Previously, he worked in business development for an LPL Branch Office, where he obtained his Certified Financial Planner designation. Born and raised in the Pacific Northwest, Josh relocated to the...

Ally was raised in Reno, NV. She graduated with a Communications degree from California Lutheran University in Thousand Oaks, CA in 2019, where she also played four years of collegiate golf. With a background in communications, Ally...

Bonnie has been an Advisor Assistant with Waddell & Reed's Minden Office since 2011. Bonnie and her husband Milt have two sons, four granddaughters and one grandson. Their greatest passion is spending every moment they can with their...

Caryn joined the team as an Advisor Assistant in March of 2024. Bringing with her a wealth of experience accumulated over 16 years as an Administrative Assistant, Caryn possesses a diverse skill set...

Kelli is a Midwest native, who’s heart is now in Nevada. She grew up in Michigan, enjoying adventures in ‘The Great Lake State’. She then moved to Illinois, to attend Olivet Nazarene University, graduating with a...