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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


Michelle Briggs

Branch Administrative Assistant - Colorado Springs


Nancy Chin-Wagner

Branch Office Associate - Boulder


Sonya Gomez

Branch Administrative Assistant - Albuquerque


Andrea Lomme

Branch Administrative Assistant - Fort Collins


Valerie Valiente

Valerie Valiente

Regional Business Operations Specialist


Glenda Brown-Torres

Glenda Brown-Torres

Branch Administrative Assistant - Arizona


Amanda Gruendell

Amanda Gruendell

Branch Administrative Assistant - Utah


Client Resources

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
Learn More

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
Learn More

Questions? Let’s Connect.

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