Team

Beth enjoys building long term relationships with her clients and has a passion for helping them develop and pursue their financial goals.

Crystal joined Waddell & Reed in 2008 after receiving a Bachelor's degree in Finance from Bloomsburg University. She currently resides in York with her husband Mike, daughter Morgan, son Tyler, and lab named Austin. 

Danielle joined the team in 2015. She graduated from York College of Pennsylvania with a degree in English Literary Studies. She is a native of York City but now lives in Dover. She enjoys cooking and trying new recipes in her spare...

Emily joined Waddell & Reed, Inc. as a Financial Advisor in 2006 after graduating with her BSBA from Shippensburg University. Emily then went on to obtain the CERTIFIED FINANCIAL PLANNER™ certification in 2011.

Jim joined Waddell & Reed, Inc. as a Financial Advisor in 2019 after moving from another financial firm. He graduated from Penn State University with a BA in Economics. Jim lives in the Dallastown area with his wife, Lesa, and their...

Mark joined Waddell & Reed, Inc. as a Financial Advisor in 1992 following a 14 year career with Pfaltzgraff. Prior to that, he obtained his Bachelor of Science degree from Penn State University. Mark is a York County native, where he...