Waddell & Reed Central Kansas and Oklahoma Market
Waddell & Reed Complex Manager
http://centralkansas-oklahoma.wradvisors.com/ 405-341-4771

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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.

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

Ali Gouge

Branch Office Associate

620-792-3601

620-793-5585

Ali 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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Betty Trude

Branch Administrative Assistant

785-827-3606

785-827-9882

Betty 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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Callan Wade

Advisor Assistant to Travis Brown

405-341-4771

405-359-7144

Callan is not employed by Waddell & Reed, 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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Chris Giroux

Area Sales Leader, Central Kansas/Oklahoma Market

785-827-3606

785-827-9882

Chris Giroux joined Waddell & Reed in 2017 as the Executive Director Practice Development Consulting and is now an Area Sales Leader in the Central Kansas/Oklahoma Market. Prior to joining Waddell & Reed Chris was Vice President and...

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Deirdre has been both in the financial industry and with Waddell & Reed since 1998. She enjoys spending time with her husband and her four adult children. 12/15

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Elaine Dennis

Financial Advisor

405-562-5849

405-359-7144

Series 6, 7, 63, 65 Securities Licenses, CFP®Oklahoma Variable Life, Accident and Health InsuranceUniversity of Oklahoma College of Law - Juris Doctorate 2008University of Chicago - Bachelor of Arts 2004Oklahoma School of Science...

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Eric L. Russell

Executive Director Practice Development Consulting

405-341-4771

405-359-7144

Eric joined Waddell & Reed as District Manager in 2015 with more than 20 years experience in the Financial Services industry. He currently holds his Series 7, 53, 66 and 24 licenses. An Oklahoma native, his interests include family,...

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Frank has been in the financial industry since 1993 and with Waddell & Reed since 2006. 12/17

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Objective: To spend the time necessary to listen and to understand a client’s goals in order to help create and implement a financial plan designed to pursue these goals. I provide financial strategies for retirement planning,...

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Greg Taylor

Financial Advisor

405-848-0800

405-848-0801

Jack Gordy

Financial Advisor

405-562-5854

405-359-7144

Jackie Hernandez

Advisor Assistant to Travis Brown

580-357-3908

580-357-3959

Jackie 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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John Phelps

Financial Advisor

405- 562-5851

405-359-7144

Visit my web site!

Ken joined Waddell & Reed in 1980 as a Financial Advisor after 10 years of being a high school Math teacher and coach, which he believes prepared him well for the task of mentoring Financial Advisors to succeed. In 1990, Ken was named...

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Kendra Riddle

Branch Administrative Assistant

785-233-6400

785-233-8711

Kendra joined Waddell & Reed in May 2010 after 19 years with Blue Cross and Blue Shield of Kansas. She is the Branch Administrative Assistant. Her primary duties include providing administrative support to the Branch Manager and...

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Kevin Maloney

Complex Administrative Assistant

405-341-4771

405-359-7144

Kevin 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 market or account for any securities,...

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Kristen Tapp

Financial Advisor

405-562-5852

405-359-7144

Visit my web site! Kristen has been both in the financial industry and with Waddell & Reed since 2012. She has her series 7 & 66 securities licenses, as well as her Variable Life, Accident and Health Insurance state licenses. Kristen...

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Kyle McCann

Financial Advisor

918-494-7787

918-494-3022

Mary Luebbert

Branch Administrative Assistant

316-652-7005

316-652-7006

Mary has been with Waddell & Reed as an Administrative Assistant since June 2014. She previously spent 10 years in the field of fundraising assisting local non-profit organizations. Additionally, Mary has served on the board for...

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Nancy Lee

Branch Office Associate

620-669-8291

620-669-5330

Nancy 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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Nellie Green

Financial Advisor

405-265-2200

405-265-0016

Nellie has been a financial advisor with Waddell & Reed since 2002. After graduating with a bachelor’s degree from the University of Central Oklahoma in 1993, Nellie began her career in personal finance at Kirkpatrick Bank. She...

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Nikki Chambers

Advisor Assistant to Kyle McCann

918-494-7787

918-494-3022

Nikki 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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Patricia Shaw

Financial Advisor

405-341-4771

405-359-7144

Mobile Phone: (405) 990-8388 Patricia has been a Financial Advisor and licensed to offer securities since 2015. Previously, she worked in a variety of positions in the banking industry from 2007 to 2014. She has her...

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Randal Dame

Financial Advisor

405-684-2000

405-684-2121

Visit my web site! Randal Dame has been both in the financial industry and with Waddell & Reed since 1987. He is married with 5 children and enjoys scouting, camping, golf and shooting sports. Business philosophy: An overriding...

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Ron Touchstone has been in the financial industry since 1991 and with Waddell & Reed since 2005. He is a Registered Financial Consultant (RFC) designee. 12/17

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Roxy Hopkins

Branch Office Associate

785-537-4505

785-537-9543

Roxy joined Waddell & Reed in February of 2018. Prior to that, she was working as the Pandora Specialist for Riddle’s Jewelry in Topeka, KS. With a background in Theatre at Emporia State University, and a primarily customer...

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Sharon Kessler

Advisor Assistant to Yukon Office

405-265-2200

405-265-0016

Sharon 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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Travis Brown

Financial Advisor

405-341-4771

405-359-7144

Visit my web site! Mobile Phone: (405) 562-5848 Travis has been both in the financial industry and with Waddell & Reed since 1996. He enjoys spending time with his wife of 33 years, Kara, and their 2 grown children. 12/17

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Tristan Dotts

Financial Advisor

918-494-7787

918-494-3022

Growing up as a military brat,Tristan Dotts has lived in Italy, Germany and Japan. After serving in the Coast Guard he spent many years in car rental management, his last 10 at Hertz. He and his wife Tracey reside in Broken Arrow,...

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