Broker Check

Our Financial Planning Team

Helen Middlebrook

Helen Middlebrook

Advisor Assistant

805-371-0087

805-371-0067

Sarah Mattson

Sarah Mattson

Advisor Assistant

805-371-0087

805-371-0067

Helen and Sarah act as non-registered associated persons of Waddell & Reed, Inc.  They are authorized to assist Advisors with Waddell & Reed with approved activities.  They are prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) they support.  In addition, they are not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  (10/20)