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Welcome to Waddell & Reed - Colorado/New Mexico Market

Wherever your life's journey takes you, we'll be there.
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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

Sonya Gomez

Albuquerque Branch Administrative Assistant

505-888-7944

Client Resources

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn More

Rightsizing for Retirement

What does your home really cost?
Learn More

Questions? Let’s Connect.

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