Anneliese joined Waddell & Reed in 2006. Over the years, she has enjoyed building meaningful, long-term relationships with her clients as they work together to pursue financial goals. An engineer by degree, Anneliese takes great pride in her attention to detail as she builds financial plans for her clients. Dependability and excellent client service is of the utmost importance as she builds her practice. Anneliese enjoys working with a wide variety of clients at all stages of life and varying levels of net worth.
Anneliese is a proud Washington State Cougar. She graduated from Washington State University in 2002 with a Bachelor of Science in Chemical Engineering. Just after graduation, Anneliese moved to the Tri-Cities and began a short career at the Hanford Site before becoming a financial advisor.
Anneliese has two young children, Sydney & Seth. She treasures time spent with her family. An active working mother, she enjoys volunteering in her children's classrooms and attends their many extracurricular activities. Her favorite family times are those spent next to the water during vacations to Lake Coeur d'Alene and the Oregon coast.
CRPC conferred by College for Financial Planning.