Our Advisors

Kathy Houzner, CRPC®
Financial Advisor

I have been working with my clients at Waddell & Reed since 1997.  The most important parts of my job are listening to my clients' goals and concerns, building a personalized plan to help pursue those goals, and advising them through the changes that life may bring.

 

 

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Julie Groves, RICP®
Financial Advisor

I have been a Financial Advisor with Waddell & Reed since 2011.  It's important to me to listen to my clients and understand their needs, values and expectations. Together we develop a plan to help pursue their financial goals, adjusted for life's changes along the way. 

 

 

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