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Welcome to Waddell & Reed - Northern CA/Reno Market

Wherever your life's journey takes you, we'll be there.
Learn more about joining us as an Advisor or working with us as a client.

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Supported Independence

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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Be ready for what lies ahead

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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Northern CA/Reno Market Support Staff

Aida Elafifi

Branch Administrative Assistant

(408) 369-9400

Katie Wendel

Katie Wendel

Complex Administrative Assistant

(775) 827-0555

Kevin Yamamoto

Kevin Yamamoto

Executive Director Advisor Acquisition

(925) 689-9600

Lindsay Dembosz

Branch Office Associate

(707) 255-3733

Patrick Gaskill

Patrick Gaskill

Branch Manager / Executive Director Practice Development Consulting

(775) 827-0555

Client Resources

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Learn More

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
Learn More

Questions? Let’s Connect.

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