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Welcome to Waddell & Reed - Four Corners

Serving Colorado, New Mexico, Arizona, and Utah

Wherever your life's journey takes you, we'll be there.
Learn more about joining us as an Advisor or working with us as a client.

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Supported Independence

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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Colorado/New Mexico Market Support Staff

Belinda Peters

Market Administrative Assistant

303-322-2122

Michelle Briggs

Branch Administrative Assistant - Colorado Springs

719-590-1871

Nancy Chin-Wagner

Branch Office Associate - Boulder

303-444-8800

Sonya Gomez

Branch Administrative Assistant - Albuquerque

505-888-7944

Andrea Lomme

Branch Administrative Assistant - Fort Collins

970-226-5800

Valerie Valiente

Valerie Valiente

Regional Business Operations Specialist

480.222.6700

Glenda Brown-Torres

Glenda Brown-Torres

Branch Administrative Assistant - Arizona

520.745.3090

Amanda Gruendell

Amanda Gruendell

Branch Administrative Assistant - Utah

801.566.4655

Client Resources

Tax Reform Increases Unified Tax Credit for Gifting

October is Financial Planning Month and a good time to check up on your gifting and/or estate strategy.
Learn More

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learn More

Investing for Retirement... 1% at a Time

Invest for your retirement, 1% at a time. Let’s plan a path towards your retirement goals.
Learn More

Questions? Let’s Connect.

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