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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

Samantha Stringer

Practice Development Consultant

303-770-5511 ext 124

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
Learn More

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
Learn More

Questions? Let’s Connect.

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