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ABOUT THE TEAM


We work hard to provide financial services that are designed to enhance the lives of our clients.  We are committed to maintaining trust and mutual respect between our people, clients and vendors.  Our commitment to the highest ethical standards helps us hire great people who really care.

Brad Paul, CMFC

Partner

717-461-7828

717-975-9360

bpaul@wradvisors.com

With over 20 years as a financial advisor, Brad has the experience and the financial knowledge to manage most any portfolio. With a disciplined approach, he has helped many clients manage their personal and professional finances...

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Cathy Orwan

Partner

717-461-7828

717-975-9360

corwan@wradvisors.com

For nearly 20 years, Cathy, now a Financial Advisor with Waddell & Reed, has helped clients manage their personal and professional finances. She believes in personalized service and takes great pride in her many long-term client...

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Ryan Canfield

Partner

717-461-7828

717-975-9360

rcanfield@wradvisors.com

Ryan acquired his securities license in 2011. In 2013, he earned a Super Starter Award from Waddell & Reed. He has built a great client list by caring for his clients and helping them pursue their goals and dreams through financial...
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Heather Scott

Director of Operations

717-461-7828

717-975-9360

hscott@wradvisors.com

Heather joined Waddell & Reed as the Division Administrator in March 2012 and joined the team in Feb 2017. She has over twenty years of experience in office administration and is a previous small business owner. Heather and her husband...

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Cathy Snavely

Director of Client Services

717-461-7828

717-975-9360

csnavely@wradvisors.com

Cathy joined Waddell & Reed in November 2012 and began working as Cathy Orwan’s Administrative Assistant in February 2013. She holds an Associate Degree in Micro Computer Information Systems from Harrisburg Area Community College...

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Betsy Vogel

Operations

717-461-7828

717-975-9360

vogel@wradvisors.com

Betsy joined Waddell & Reed in May 2003, working at our Mechanicsburg District Office as the assistant to the District Manager. In September 2012, she relocated to the Division Office to work directly with Advisor, Brad Paul as his...

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Nancy DelSanto

Client Services

717-461-7828

717-975-9360

ndelsanto01@wradvisors.com

Born and raised in Central Pennsylvania, Nancy is one of our part time administrative assistants. Married to Jim DelSanto she has two grown children – Sarah and Joe. She enjoys reading and spending time with and her granddaughter...

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