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Welcome to Waddell & Reed - Northern Rockies

Serving Idaho, eastern Washington and Montana

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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Idaho/E. Washington Support Staff

Lindsay Rodriguez

Lindsay Rodriguez

Kennewick Branch Administrative Assistant

509-737-1698

Lynn Bybee

Lynn Bybee

Idaho Falls / Twin Falls / Rock Springs Branch Administrative Assistant

208-529-3993

Evalena Taylor

Evalena Taylor

Market Administrative Assistant

208-338-0771

Audra Hernandez

Great Falls Branch Administrative Assistant

406-761-8888

Connie Christensen

Billings Branch Administrative Assistant

406-652-7744

Melanie Andrus

Melanie Andrus

Twin Falls Branch Administrative Assistant

208-736-6563

Stephanie Erickson

Bozeman Branch Administrative Assistant

406-586-8581

Client Resources

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn More

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn More

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More

Questions? Let’s Connect.

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