Photos

Tailgating BBQ attendees

Tailgating BBQ attendees

Fun at our annual baseball game and BBQ!

Guests at annual baseball game

Guests at annual baseball game


Alissa and Pat at client dinner

Alissa and Pat at client dinner


Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Clients at long Term Care dinner and presentation

Clients at long Term Care dinner and presentation


Trina And AOCP Speaker tim Ripp

Trina And AOCP Speaker tim Ripp

Long Term Care event at Mimi's Cafe

Wine About the Market event

Wine About the Market event

Open house for a market update along with wine and cheese sampling.

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Our newest team member, Grant, and the Rocky Mountain Vibes Baseball Game!

Client Centered

Client Centered

Rocky Mountain Vibes Baseball with our amazing clients!

Client Centered

Client Centered

Rocky Mountain Vibes Baseball Game with our amazing clients!

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Rocky Mountain Vibes Baseball Game!

Team Christmas Dinner&#160;

Team Christmas Dinner 

An evening at Flying W

Our Team

Our Team


November 2019

November 2019


2019 Breakfast at Pro Rodeo Hall of Fame

2019 Breakfast at Pro Rodeo Hall of Fame

Every October we celebrate the Mosaic organization that helps people with intellectual disabilities gain greater independence.

Trina and Alissa at the Painting with a Twist Client Appreciation Event

Trina and Alissa at the Painting with a Twist Client Appreciation Event

Our Painting with a Twist Client Appreciation Event

SERTOMA 5K Fundraiser

SERTOMA 5K Fundraiser

Pat is a the President of the Austin Bluffs Sertoma group and continues to support them through "Service to Mankind."

Information Table at event

Information Table at event

Our business is built on a foundation of thoughtful client relationships.

Trina and Alissa

Trina and Alissa

We support our community through volunteering.

2018 Mosaic Breakfast at Pro Rodeo Hall of Fame

2018 Mosaic Breakfast at Pro Rodeo Hall of Fame

Every October we celebrate the Mosaic organization that helps people with intellectual disabilities gain greater independence.

Dan, Alissa and Pat

Dan, Alissa and Pat

Training at Summit in Coeur d'Alene, Idaho

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Waddell & Reed is not affiliated with any other entities referenced.  03/20