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Welcome to Waddell & Reed - Colorado/New Mexico Market

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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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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

Andrea Lomme

Fort Collins Branch Administrative Assistant

970-226-5800

Belinda Peters

Cherry Creek Branch Administrative Assistant

303-322-2122

Ben Mossman

Executive Director Practice Development Consulting

303-770-5511 x 163

Michelle Briggs

Colorado Springs Branch Administrative Assistant

719-590-1871

Samantha Stringer

Practice Development Consultant

303-770-5511 ext 124

Sonya Gomez

Albuquerque Branch Administrative Assistant

505-888-7944

Client Resources

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn More

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
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Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
Learn More

Questions? Let’s Connect.

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