Kay joined our team in October of 2017 and although she may only work with us part-time, she certainly has a full-time impact. Her sense of humor and positive energy creates an atmosphere we look forward to working in. She also brings a strong business IQ to the team as she has been self-employed since 1999 and has provided bookkeeping services to several small businesses. This experience is greatly helpful on the record keeping side of our business.
Kay is native to San Antonio and lives in New Braunfels with her husband, Troy. She has two boys, Collin and Tanner, who are only slightly outranked by her two Jack Russells Murphy & Cassie. She loves to be outdoors to enjoy the 6 acres at their home and can be found attending Saints Peter & Paul Church on the weekend as a member.
Kay 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 their 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. 09/18