Broker Check

Meet the Team

In our financial practice, we have the client—and only the client—in mind.

Jessica's reasons for becoming a financial professional are deeply personal. She repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with Jessica's understanding of personal finance, coupled with her training as a financial professional, she can help people better prepare for the future. We take pride in educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Emerald Wealth

Jessica Catalan, AWMA® Financial Advisor

Wealth Advisor

(480) 889-8971

(480) 889-8975

jcatalan@wradvisors.com

Jessica Catalan began her career with Waddell & Reed in 2008 after graduating from California Polytechnic State University, San Luis Obispo with a degree in Business Administration. As an Accredited Wealth Management Advisor®...
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Krista McPherson

Marketing Associate

480-889-8974

480-889-8975

kmcpherson@wradvisors.com

Krista is the Marketing Associate for Emerald Wealth and with over 5 years of unique customer service experience with a special skill set in client management. She graduated with a degree in Communication with a focus in Social Media...

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Louie Catalan

Chief Morale Officer

Louie was recruited by Jessica and joined our team in 2019. He is responsible for keeping morale high and helping people understand that its the simple things in life that mean the most. He spends most of the day napping and taking...
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Home Office Support- Wealth Solutions Group

Amy Bryant, JD, CLU®

Amy Bryant, JD, CLU®

Director, Advanced Planning

Cynthia Biernbaum

Cynthia Biernbaum

Financial Planning Consultant

Devin Haddix, QKA, CRPS, TGPC, MBA

Devin Haddix, QKA, CRPS, TGPC, MBA

Consultant, Retirement Plan Specialist

Gary Rialti, CMFC, AAMS

Gary Rialti, CMFC, AAMS

Senior Consultant, Investment & Advisory

Krista  acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed 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 the Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  (10/20)