Our Staff

 

 

Eric Brown, CMFC, has worked with Waddell & Reed since 1992.   He joined Waddell & Reed after receiving his BS in Economics from Portland State University.  Prior to joining Waddell & Reed, he worked in the insurance industry for 7 years and for the US Army Corps of Engineers. In 1997, he became the Portland Division's District Manager.  He continues to work with clients in an effort to help them reach their goals. In 2003, he moved to San Diego to train, mentor and assist Waddell & Reed financial advisors and act as a manager.  Today, while serving clients and advisors, he volunteers on the Board of the Greater San Diego Business Association and also participates in various volunteer capacities.

 

Brian Jaeger worked for several years as a development and test engineer with a large automotive firm- then switched gears to come to California to work for several years at a high tech startup. Merging the experiences of a start-up, and working with people on a analytical basis, he became a Financial Advisor with Edward Jones. Brian cut his financial business building teeth working for two years before joined Waddell & Reed. He made the move because he wanted to work in a team environment, and help his clients with his real passion, which is comprehensive financial planning.

 
Lorelei Stump has 25 years of financial experience including sales, sales support and back office operations. Starting in Miami, Florida, she began her career working as a sales assistant in a local branch office of Merrill Lynch. From there she became securities licensed and moved on to work on the Institutional Desks of Merrill Lynch and Prudential Securities. After six years, an opportunity arose and Lorelei moved to San Diego to join a private investment company where she ran their daily operations. Ten years later, it was time to move in a new direction. She wanted to be part of a larger organization so, she secured a position at LPL Financial's Operations headquarters in San Diego, managing physical stocks, their vault and employee stock plans. After three years, she moved on to Internal Advisory Sales where she worked with an external counterpart to support an 800 advisor territory. Lorelei joined Eric and Brian this year after realizing the true desire to go back to building individual client relationships and to be part of a passionate and dedicated team. Lorelei is also active in the community belonging to two International Women's Philanthropic organizations.

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