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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

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.
Learn More

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Learn More

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
Learn More

Questions? Let’s Connect.

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