I joined Carla's team in June of 2018 as an Advisor Assistant. I came in after selling Life, Disability, and Long-Term Care Insurance for two years with Mutual of Omaha and serving as a barista with Whole Foods Market just before. Direct service with people has always been my niche.
I was born in Hawaii but grew up on Mercer Island, WA with my mom. Although a home-body at heart, my husband, Jim, is the complete opposite which I am unbelievably thankful for. We spend our weekends going on amazing adventures hiking, kayaking and camping in the most beautiful place on earth (in my opinion). One of my personal favorite activities we do is kayak around the San Juan Islands (I highly recommend visiting Lopez, Guemes and Orcas).
My role as an Office Manager means handling the day-to-day phone calls and processing. Whenever Carla is out of the office, it’s my job to help make sure she knows everything here is taken care of. I understand the level of trust clients have with their advisor and my hope is to extend and maintain the same experience.
Mary-Ashley is not employed by Waddell & Reed, Inc., 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 market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisor. In addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced. 03/19