Broker Check
Corinna  Birch

Corinna Birch

Practice Manager

Corinna has worked as an assistant to Cole Mills and Phil Jasso, since 2010. Her responsibilities include making sure clients are taken care of with scheduling, day to day follow up, client events and data integrity. During the financial planning process, she coordinates with clients to ensure the data is entered and accurate before moving to the final stages with the advisor. Corinna, along with Taylor, strive to provide a superior level of service to the client experience. Her interests include cooking, running, traveling, being a “soccer mom”, reading and spending time with her husband, two girls and dog.

 

Corinna 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.  11/18