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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

Sonya Gomez

Albuquerque Branch Administrative Assistant

505-888-7944

Client Resources

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.
Learn More

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
Learn More

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More

Questions? Let’s Connect.

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