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Welcome to Waddell & Reed - Northern CA/Reno Market

Wherever your life's journey takes you, we'll be there.
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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

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn More

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.
Learn More

Questions? Let’s Connect.

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