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Activate your opportunity at Waddell & Reed

Since 1937, we've had a strong advisor-focused and client-centric culture that provides what we believe is our unique point of differentiation in a commoditized industry.

Sarah Berry is your primary point of contact as you explore, ask questions, get acquainted with Waddell & Reed, and move toward an affiliation decision.

Abbie Summers

Advisor Assistant for Duane Silbernagel

541-614-1322

541-614-1323

asummers@wradvisors.com

Abbie is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating...

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Adam Charuhas

Financial Advisor

503-238-6036

503-238-7056

acharuhas@wradvisors.com

Adam began his career with Waddell & Reed in 2005 after completing his degree at the University of Oregon. Adam chose to join Waddell & Reed based upon the firm’s philosophies surrounding wealth management and financial planning....

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Alex VonderHaar

Financial Advisor

541-465-8643

541-683-4461

alex@wradvisors.com

Alex has been with Waddell & Reed in Eugene since 2000. He graduated with a Bachelor of Business Administration With Honors (Accountancy) from the University of Notre Dame in 1987, and received his Masters in Applied Economics from the...

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Anita Singharaj

Market Administrative Assistant

503-238-6036

503-238-7056

asingharaj@wradvisors.com

Anita Singharaj is a Market Administrative Assistant at the Waddell & Reed Oregon Market. Previously, Anita worked as Operations Manager for Columbia Mortgage. She graduated from Portland State University with a degree in Finance and...
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Anna Sims

Advisor Assistant for Zac Beckhusen

503-627-0740

503-641-4905

aksims@wradvisors.com

Anna is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a...
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Bev Johnson

Financial Advisor

503-576-4282

503-391-8369

bjjohnson48909@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Brian Horn

Financial Advisor

503-238-6036

503-238-7056

bhorn@wradvisors.com

Brian Horn is committed to guiding individuals and families to help identify their goals and objectives. He focuses his practice on his core belief of financial planning. He believes through comprehensive planning the right financial...
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Camilla Palumbo

Advisor Assistant for Duane Silbernagel

541-614-1322

541-614-1323

cpalumbo@wradvisors.com

Camilla is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting,...

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Carice Cooper

Advisor Assistant for Colleen Lenard

360-694-1266

360-693-0146

ccooper@wradvisors.com

Carice is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating...

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Casey Orlovskaya

Advisor Assistant

Casey is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating...
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Christine Over

Advisor Associate for Jim Strauch

503-627-0740

503-641-4905

christineover@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. Visit my web site! 01/19
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Cole Mills

Financial Advisor

503-238-6036

503-238-7056

mills@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Colleen Lenard

Financial Advisor

360-694-1266

360-693-0146

cnlenard42868@wradvisors.com

My goal is to provide excellent customer service and develop strong relationships with my clients so that I can understand their financial goals. Together we can develop a plan which may include any of these services: *Financial...

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Connie Benham

Financial Advisor

541-673-1005

541-677-9655

cbenham@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Corinna Birch

Advisor Assistant for Cole Mills

503-238-6036

503-238-7056

cbirch@wradvisors.com

Corinna is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting,...

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Curtis Shirey

Financial Advisor

503-627-0740

503-641-4905

cshirey@wradvisors.com

As a Waddell & Reed financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the...
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Daniel Dunham

Financial Advisor

503-675-4482

503-675-2425

danieldunham@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Daniel Charuhas

Financial Advisor

503-238-6036

503-238-7056

dcharuhas@wradvisors.com

As a Waddell & Reed financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the...

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Doug Irish

Financial Advisor

503-238-6036

503-238-7056

douglasirish@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives first. I look forward to working with you. 02/18

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Duane Silbernagel

Financial Advisor

541-614-1322

541-614-1323

dsilbernagel@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Ed Guest

Financial Advisor

541-382-1456

541-382-2172

eguest@wradvisors.com

Ed Guest has been with Waddell & Reed since 1997, and works out of our Bend, Oregon branch. He is well versed in retirement planning and holds the CRPS designation. 01/15
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Edward Felan

Financial Advisor

541-779-8396

541-210-5164

efelan@wradvisors.com

Edward Felan has been with Waddell & Reed since 2010, and is currently working out of our Medford, Oregon office. He has many years of experience in the banking industry and has been securities licensed since 2007. Outside of work, Ed...

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EJ Cortez

Advisor Associate for Rich Williams

971-317-7016

360-693-0146

ecortez02@wradvisors.com

Greg Baker

Financial Advisor

503-238-6036

503-238-7056

gbaker@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Harry White III

Financial Advisor

360-694-1266

360-693-0146

harrywhite@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Heather Jett

Advisor Assistant for Cole Mills

503-238-6036

503-238-7056

Heather is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting,...

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Heather Tucker

Financial Advisor

541-683-5575

541-683-4461

htucker46513@wradvisors.com

Heather has been with Waddell & Reed since 1997. She graduated with a B.S. in Finance in 1994 and a Masters in Economics in 1996, both from the University of Oregon. She currently holds a CMFC and a CRPC designation. 01/15

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Itamar Gabriel Hernandez

Advisor Assistant for Cole Mills

503-280-7155

503-238-7056

itamar.gabriel.hernandez@wradvisors.com

Itamar is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. He is authorized to assist Financial Advisors with approved activities. He is prohibited from soliciting, creating a...
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Jacob Mills

Advisor Associate for Cole Mills

503-238-6036

503-238-7056

jacobmills@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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James Walsh

Financial Advisor

503-627-0740

503-641-4905

jwalsh@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18
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Jamie Granderson

Advisor Assistant for Doug Irish/Adam Charuhas

503-238-6036

503-238-7056

jrgranderson@wradvisors.com

Jamie is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating...

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Janelle Bergstrom

Advisor Associate for Wes Borgstedt

360-694-1266

360-693-0146

jbergstrom@wradvisors.com

I work with a team of financial advisors to guide individuals and families toward pursuing their long-term financial goals, by assisting them in the creation of personalized financial plans based on real objectives. My primary...

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Jeremiah Kerber

Advisor Associate for Heather Tucker

541-683-5575 x109

541-683-4461

jkerber@wradvisors.com

Jeremiah has been with Waddell & Reed since 2011. Jeremiah graduated with a bachelors in English Literature from Oregon State University in 1998, and received a masters in Journalism from University of Oregon in 2005. Outside of work,...

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Jillian Benedick

Advisor Assistant for Doug Irish/Adam Charuhas

503-238-6036

503-238-7056

jbenedick@wradvisors.com

Jillian is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting,...

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Jim Toussaint

Financial Advisor

503-627-0740

503-641-4905

jtoussaint@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Jim Strauch

Financial Advisor

503-627-0740

503-641-4905

jstrauch@wradvisors.com

I am really interested in two things right now in life. One, taking care of my growing family. I have two great kids and a wonderful wife and am very blessed with a healthy family. The second is growing my financial planning business....

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Joe Davis

Financial Advisor

503-576-4277

503-391-8369

jbdavis@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18
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John Strauch

Financial Advisor

503-627-0740

503-641-4905

jwstrauch@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I have been surrounded by small business owners my entire life. Taking ownership for ones work and the livelihood of others...

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Katrina Peterson

Advisor Assistant for Wes Borgstedt

360-694-1266

360-693-0146

kpeterson@wradvisors.com

Katrina is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting,...
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Keianna Watt

Advisor Assistant

360-694-1266

360-693-0146

kswatt@wradvisors.com

Keianna is an Advisor Assistant to Colleen Lenard.

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Kellie Jubie

Advisor Assistant for Linda Kjerulf/Steven Goto

541-967-9328

541-967-9544

kjubie@wradvisors.com

Kellie is an Advisor Assistant for Linda Kjerulf and Steven Goto in the Albany personal branch office. She graduated from CCC with a degree in Business Administration. 

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Kevin Fredrickson

Advisor Associate for Matt Jung/Daniel Dunham

503-675-4482

503-675-2425

kbfredrickson@wradvisors.com

Visit my web site!

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Kim Laird

Advisor Associate for Matt Jung/Daniel Dunham

503-627-0740

503-641-4905

klaird@wradvisors.com

As a Waddell & Reed financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the...

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Kris Sleeman

Financial Advisor

503-627-0740

503-641-4905

ksleeman@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 

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Kurtis Inouya

Financial Advisor

503-627-0740

503-641-4905

kinouye30295@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Leslie Greene

Advisor Assistant for Alex VonderHaar

541-683-5575

541-683-4461

lgreene@wradvisors.com

Leslie is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating...
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Linda Kjerulf

Financial Advisor

541-967-9328

541-967-9544

lrkjerulf45057@wradvisors.com

Linda Kjerulf has been a Financial Advisor with Waddell & Reed since 1996. She graduated with a Bachelors of Science from University of California, Davis. Linda has a deep passion to see her clients pursue their goals and dreams though...

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Lisa Sloan

Financial Advisor

541-382-1456

541-382-2172

lisasloan@wradvisors.com

Lisa Sloan has been with Waddell & Reed since 2001, and has been based in the Bend branch since 2008. She graduated from Washington State in 1989 with degrees in Finance and Psyhchology. Lisa enjoys focusing on financial planning for...

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Lisa Wolff

Advisor Assistant for Cole Mills

503-238-6036

503-238-7056

lwolff@wradvisors.com

Lisa is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a...

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Lorie Dupee

Advisor Assistant

lldupee@wradvisors.com

Lorie is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating...

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Marc Sundberg

Advisor Associate for Doug Irish

503-238-6036

503-238-7056

marc@wradvisors.com

Visit my web site!

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Marcia Gregory

Advisor Assistant for Connie Benham

541-673-1005

541-677-9655

msgregory@wradvisors.com

Marcia acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...
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Matt Jung

Financial Advisor

503-675-4482

503-675-2425

jung@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Megan Layton

Advisor Associate for Matt Jung/Daniel Dunham

503-675-4482

503-675-2425

mjlayton03@wradvisors.com

Visit my web site!

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Michael Ramey

Advisor Associate for Cole Mills

503-238-6036

503-238-7056

mramey@wradvisors.com

Visit my web site!

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Nicholas Christensen

Advisor Assistant for Susan Yesilada/Kristopher Sleeman

503-627-0740

503-641-4905

nchristensen@wradvisors.com

Nicholas is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. He is authorized to assist Financial Advisors with approved activities. He is prohibited from soliciting, creating...

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Oleg Vykhovanets

Advisor Assistant to Greg Baker

503-238-6036

503-238-7056

ovykhovanets@wradvisors.com

Oleg is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. He is authorized to assist Financial Advisors with approved activities. He is prohibited from soliciting, creating a...
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Peter Perkins

Financial Advisor

503-238-6036

503-238-7056

pperkins@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Phil Jasso

Advisor Associate for Cole Mills

503-238-6036

503-238-7056

fjasso@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives first. I look forward to working with you. 02/18

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Rich Williams

Financial Advisor

971-317-7016

360-693-0146

rwilliams71277@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Rick Turner

Advisor Associate for Rich Williams

360-619-5349

360-693-0146

eturner@wradvisors.com

My goal is to develop strong client relationships through trust, honesty and open communication. Backed by professional resources, I am able to focus on creating tailored strategies to pursue your goals. I believe my personal...
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Ronda Pearce

Advisor Assistant for Wes Borgstedt

360-694-1266

360-693-0146

rpierce@wradvisors.com

Ronda is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating...
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Ryan Belding

Financial Advisor

503-627-0740

503-641-4905

rbelding@wradvisors.com

It is my goal to help my clients work to pursue their short, intermediate, and long-term financial goals and objectives. Whether my client is an individual, family, or small business, I work closely with each of them to make investment...

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Samantha Wiggins

Financial Advisor

503-627-0740

503-641-4905

swiggins@wradvisors.com

I am advisor who truly cares about my clients needs. I help indididuals set and pursue financial goals that are most important to them including portfolio management, college and child savings accounts, life and long-term care...

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Sara Rhodes

Advisor Associate for Christine Over/John Strauch/Jim Strauch

503-627-0740

503-641-4905

srhodes@wradvisors.com

Sedonia Harsh, CMFC

Financial Advisor

971-209-2377

503-391-8369

sedoniaharsh@wradvisors.com

As a Financial Advisor with Waddell & Reed since 2003, my objective has been to assist my clients in pursuing their financial goals. I believe in going the extra mile for my clients. I believe that every individual has the right and...

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Shannon Paulsen

Financial Advisor

503-627-0740

503-641-4905

spaulsen@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Steven Goto

Financial Advisor

541-967-9328

541-967-9544

sgoto@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18
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Susan Yesilada

Financial Advisor

503-627-0740

503-641-4905

yesilada@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 

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Tamara Holmberg

Advisor Assistant

503-627-0740

503-647-4905

tholmberg@wradvisors.com

Tamara acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any...
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Tamarra Cox

Branch Administrative Assistant

503-627-0740 x100

503-641-4905

tcox02@wradvisors.com

Tamarra Cox is a Branch Administrative Assistant at the Waddell & Reed Oregon Market, who focuses on technologies such as Docupace and NetX360. Previously, Tamarra worked as an Office Coordinator for a private investment firm. She...
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Tara Roy

Advisor Assistant

503-627-0740

503-641-4905

troy02@wradvisors.com

Tara is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a...
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Taylor Cora

Advisor Assistant

360-694-1266

360-693-0146

tcora02@wradvisors.com

Taylor is an Advisor Assistant to Harry White

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Taylor Wiedeman

Advisor Assistant for Cole Mills

503-238-6036

503-238-7056

twiedeman02@wradvisors.com

Taylor is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating...

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Tonya Rosamond

Advisor Assistant for Ed Guest

541-382-1456

541-382-2172

trosamond@wradvisors.com

Tonya is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating...
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Wes Borgstedt

Financial Advisor

360-694-1266

360-693-0146

borgstedt@wradvisors.com

Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you. 02/18

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Whitney Murray

Advisor Associate for Linda Kjerulf/Steven Goto

541-967-9328

541-967-9544

wmurray@wradvisors.com

Whitney Murray graduated from Portland State University in 2008 with a Bachelor's degree in Business Finance. She has worked with Linda since 2010 and became an Advisor Associate in 2013. She helps run a very efficient office. Her...

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Zac Beckhusen

Financial Advisor

503-627-0740

503-641-4905

zbeckhusen@wradvisors.com

My team and I help families, small businesses as well as selected individuals pursue their financial goals by leading with a comprehensive financial plan. Through a tailored and transparent approach--my focus is to take my clients from...

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Contact our office today to learn more about joining our practice.

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