Kathleen Madden has been with Waddell & Reed since 1995. She holds the Certified Financial Planner™ certification and believes that all financial decisions should be made in the context of a holistic, comprehensive financial plan. Her goal is to help her clients gain clarity about their values and goals while maintaining quality of life and financial independence as they ease into retirement.
Kathleen is a past president and active member of Anchorage East Rotary club. She has traveled to Thailand numerous times as a Rotary volunteer teaching English to disadvantaged youth. She also teaches English as a Second Language at the Alaska Literacy Program to adults and is herself a student of the Thai language.
Waddell & Reed is not affiliated with any other entities referenced herein.