Estate

Why Everyone Needs an Estate Strategy

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As we remember the tragedy of September 11th, 2001 I wanted to share the video that my daughter's school put together to honor and remember the day. Providence Academy opened one week after the tragedy of September 11th and it left a...

Use This FREE Planning Tool To Find Out

August 19, 2020

2020 has thrown a monkey wrench into the plans and expectations many of us had. Use this FREE tool to see how close you are to hitting your financial goals and to create a financial strategy. Request a consultation with one of our...

Do You Know Where You Stand With Your Financial Goals?

July 30, 2020

Featured Team Member

Andy Schelitzche, CFP®, ChFC

Andy grew up in Brooklyn Park, Minnesota and graduated from the University of Illinois at Urbana-Champaign where he began his studies in Aerospace Engineering. However, his interest in business and his desire to help people led him to...

Jason Kuss

Jason started in the financial industry with Waddell & Reed in late 2009. Prior to being a financial advisor, Jason was a television news sportscaster in the Duluth area until, after almost 7 years, he was let go in 2007. Being from...

Kevin Florey, RICP

Kevin grew up in Superior, Wisconsin and graduated from the University of Wisconsin – Eau Claire with a degree in Accounting. He previously spent more than twenty years with Traveler’s Insurance Co. in St. Paul MN in the...

Theresa Corey

Theresa joined the firm in 2014. She grew up in southwestern Minnesota with 7 sisters and one brother. She earned a Master’s Degree in English from Mankato State University and has worked in executive support for many years,...

Kristin Montgomery, CFP®

Kristin is a born and raised Duluthian, hailing from the halls of Denfeld High School. Kristin graduated from the College of St. Scholastica with a degree in Psychology. She spent the first few years post college working as a probation...

Krista Peterson

Krista grew up and went to high school in Eden Prairie, Minnesota. After high school, she moved to Duluth and started college at the University of Minnesota Duluth (UMD). Krista has always had a passion for helping others, and while...

Zach Holloway

Zach grew up and went to high school in Mound, Minnesota. He graduated from the University of Minnesota, Twin Cities in 2016. After graduation, he began his career in financial services as a financial advisor with Edward Jones. He left...

Matthew K. Reeves, CFP^®

Matt has oversight and direct management responsibility for Waddell & Reed’s Wealth Solutions Group which includes the wealth manager’s investment advisory programs, financial planning services, broker-dealer products,...

Amy C. Bryant, JD, CLU^®

Amy is an estate and business planning attorney, supporting WRI advisors in the high-net-worth and ultra-high-net-worth markets. Her support includes everything from training and document interpretation to case strategy, development...

Ashley Greene, JD LLM

In her role, Ashley helps Waddell & Reed advisors with advanced planning needs, providing them with knowledge and tools necessary to build a solid and effective financial plan. She also provides training and education to advisors...

Will Bohne, CFP^®

As the director leading the financial planning sales team, Will applies his time and energy to building the capacity of advisors to scale and deliver a comprehensive financial planning experience in their practice. He joined Waddell...

Cynthia Biernbaum

Cindy is a Financial Planning Consultant in the Wealth Solutions Group for Waddell & Reed, Inc., a wealth management firm located in Shawnee Mission, KS. In her role, Cindy contributes to the growth of our advisor practices through...

Gary W. Rialti, CMFC, AAMS

Gary Rialti is a Senior Consultant Investment & Advisory for Waddell & Reed, Inc., a wealth management firm located in Overland Park, KS. Gary works with the financial advisors by engaging them in case consultation review and...

Pete Van Dyk, CMFC

Pete is responsible for assisting advisors with the various structures and features of the firm’s advisory programs. He consults with advisors on asset allocation and provides advice regarding investment products such as mutual...