Our Associates

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...

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...

Janice joined our office December of 2017. She has been licensed since 1997 with vast experience on the banking platform. Born in Seattle to a Military family, she has lived in every state this side of Mississippi and most of...

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...

Jennifer joined our office in July 2019. She is a integral part of our family with years of experience in Graphic design and marketing. Jennifer was born and raised hiking the red rocks of Southern Utah. Jennifer joined our team as an...

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...

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...