Jared W. Reynolds, CFP

Financial Advisor

Waddell & Reed, Inc

Jared was basically born into the world of fishing.  The year in which Jared was born also happened to be the year his parents, Walt & Emily Reynolds, built the first marina on Truman Lake.  Later, they moved this marina to its current location at Osage Bluff.  He spent his early years learning to fish and work at the marina.  Through the marina Jared has had many dealings with the lives of guides and tournament fisherman of all levels.  He knows from his father's teachings exactly what it's like to travel and fish the tournament trails.  It is this type of upbringing in a corporate environment that gives Jared a first hand experience with the challenges and concerns of today's business owners as well as the ability to hold his own in a fishing boat. Walt Reynolds is still very active in the professional bass fishing industry and helps to keep Jared up to speed with the concerns of today's professional fishermen.  Jared works with a number of pros and completely understands the challenges they face with multiple lines of income from business ventures as well as sponsorship money.  He and his clients understand and use the retirement plan provided by BASS but also realize that there is a serious need to use financial planning in helping to reach their personal financial goals.

After graduating high school, Jared continued his education at the University of Missouri in Columbia, receiving a bachelor's degree in Financial Planning, Jared completed all the necessary securities licensing exams and requirements prior to graduation and actually went to work in the financial services industry full time before his graduation date of May 2002.  Additionally, he attained the designation of Chartered Mutual Fund Counselor from the College for Financial Planning in February of 2004.  Jared also has earned the Certified Financial Planner certification.

Jared currently resides in Columbia, Missouri with his wife Nicole and son Brody.

Jared is a member of the National Association of Insurance and Financial Advisors and Mid-Missouri Estate Planning Council.

Education:

Bachelors Degree in Financial Planning from University of Missouri-Columbia

Earned the Certified Financial Planner certification in 2005.

Earned the Chartered Mutual Fund Counselor designation from College for Financial Planning in 2004

Carroll Wilkerson, CFP

Senior Financial Advisor

Waddell & Reed, Inc.

Carroll is a Senior Financial Advisor with Waddell & Reed Inc.  Carroll received a bachelor's degree from the University of Missouri-Columbia in May of 1984.  He began his career with Waddell & Reed in August 1985 in Kansas City.  In 1987, Carroll moved to Columbia and established the Waddell & Reed office.  Since then he has held various positions with Waddell & Reed including:  Financial Advisor, District Manager, and Division Manager. Carroll received the Certified Financial Planner certification in November 1993.  When he is not busy with his financial planning practice Carroll enjoys spending time outdoors, Boy Scout functions and playing an active role in his children's lives.  Carroll and his wife, Judy has five wonderful children, Ryan, Eric, Adam, Kelly, and Ashley.

Travis Cook,

Financial Advisor

Waddell & Reed, Inc.

Travis was born and raised in Farmington, MO.  He graduated from the University of Missouri, Columbia with a Bachelors Degree in Finance in 2006.  Travis started his career with Waddell & Reed during an internship while still in school and came on full time after graduation.  Travis is actively involved in the community through his membership in Columbia Metro Rotary as well as the Columbia Chamber of Commerce.  When he is not busy keep track of his financial planning or helping in the community he enjoys coaching a fourth grade basketball team and spending time with his wife, Melissa. 

Sheryl Hopkins

Practice Manager

Sheryl was born and raised in Columbia, MO.  Sheryl joined the Waddell & Reed team in 1999 as an assistant to Carroll Wilkerson and worked hard to become the Practice Manager for Carroll Wilkerson & Jared Reynolds.  Outside of working she enjoys camping, walking, traveling, playing with her dogs and spending time with her husband Al of 29 years and her beautiful daughter Erica. 

Sheryl is not affiliated with or employed by Waddell & Reed.

Amanda VanMatre

Director of Client Experience

Amanda was born and raised in Columbia, MO.  She graduated from the University of Missouri, Columbia with a Bachelors Degree in Human Development and Family Studies in 2002.  She was hired as the Events Coordinator in March of 2007 and recently promoted to Director of Client Experience in 2008.  Amanda is involved in community fundraising and volunteers for the Rainbow House of Columbia.  Outside of working she enjoys spending time with friends, relaxing, playing with her adorable puppies and spending time with her husband, Brennan.

Amanda is not affiliated with or employed by Waddell & Reed.