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Welcome to Waddell & Reed - Northern Rockies

Serving Idaho, Southeastern Washington, Western Wyoming 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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Northern Rockies 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

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Learn More

Retirement Redefined

Around the country, attitudes about retirement are shifting.
Learn More

Questions? Let’s Connect.

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