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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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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

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Learn More

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
Learn More

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