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Local support

Meet our local team of professionals who know your market – and office in your building, city or region – and serve as first responders in the areas of:

  • Practice development, including assistance developing sales skills, mining new business, building your team, creating a succession plan.
  • Marketing and business development, including assistance in defining your business model, developing marketing plans and strategies, promoting your brand, and coordinating tactical plans for public relations, advertising, sponsorships, outreach and events.
  • Operations and technology support for system set up and training, troubleshooting, using client sales experience tools, and navigating portal and desktop platforms.

Our local professionals are lead by our in-market complex manager who provides guidance through the arc of your practice’s life, from exploration to transition to daily operations to succession.

Washington / Alaska Market Support Staff

Amy Stokes

Amy Stokes

Branch Administrative Assistant - Seattle

(206) 283-6661

(206) 283-9588

Ann Eaves-Allen

Branch Administrative Assistant - Bellevue

425-455-4020

425-455-2262

Jackie Baker

Branch Administrative Assistant - Tacoma

253-474-9555

253-474-8495

Julia Coar

Branch Administrative Assistant - Lynnwood

425-774-9053

425-774-0659

Kristina Kamm

Kristina Kamm

Branch Administrative Assistant - Bellingham

360-734-4728

Seattle Offices

Tacoma Office

Spokane Offices

Brian  Munson

Brian Munson

Financial Advisor

509-960-8952

509-381-5914

Daryce Wyborney

Daryce Wyborney

Financial Advisor

509-960-8963

509-381-5914

Jacob Perry

Jacob Perry

Financial Advisor

509-960-8963

509-381-5914

Jill Ruser

Jill Ruser

Financial Advisor

509-822-4363

509-838-7497

John Zalevits

John Zalevits

Financial Advisor

509-435-0446

509-862-4676

Joleen Dike

Joleen Dike

Financial Advisor

509-822-4363

509-838-7497

Maynard Azose

Maynard Azose

Financial Advisor

509-822-4363

509-838-7497

Stephanie Pham

Stephanie Pham

Insurance Associate

509-822-4363

509-838-7497

Stephanie  Shaw

Stephanie Shaw

Insurance Associate

509-960-8963

509-381-5914

Silverdale Offices

Coeur d'Alene Office

Allyn Office

Kent Office

Mark  Burms

Mark Burms

Financial Advisor

253-478-3967

253-478-3967

Olympia Office

Beth Tribwell

Financial Advisor

360-754-2725

360-753-9624

Activate your opportunity at Waddell & Reed. Contact us today.

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