Our Team

Doug Irish, Financial Advisor

Doug has been with Waddell & Reed as a Financial Advisor since 2004. The focus of his
practice is working with individuals and their families, as well as businesses. He works
to create and implement a personalized plan that aligns with the client’s short and longterm
objectives. He enjoys building relationships and providing financial information
to help increase clients knowledge and interest in their financial health. He works with
the client to provide wealth management, insurance coverage and retirement planning
while helping his clients to pursue their financial goals
Doug earned a Bachelor of Science degree from Portland State University. He currently
lives in Happy Valley with his wife Jill, a 4th grade teacher and their two children,
daughter Cameron and son Jo
ey.
 

Adam Charuhas, Financial Advisor

Adam began with Waddell & Reed in 2005 after completing his degree at the University of Oregon.  Adam chose to join Waddell & Reed based upon the firm’s philosophies surrounding wealth management and financial planning.  In today’s market environment, he believes proper diversification and risk management are more important than ever to help pursue long term results and help navigate almost certain volatility. 

After 10 years as a financial planner, Adam has learned that the main issue most retirees face at the end of their working years is the question of, “How do I take my life savings and turn it into monthly income?”  Everyone knows that they have to save for the future; however, many retirees have trouble devising a plan to efficiently live on their assets.  Adam works with clients to manage taxes while working, and help create action plans that will allow client’s money to last throughout their retirement years and beyond.  

Marc Sundberg, Advisor Associate

Marc has been in the Financial Services industry since 1994.  Enjoys helping clients develop unique and personalized plans to pursue their goals. 

 

 

 

 

 

Jamie Granderson, Advisor Assistant

Jamie has been working with Waddell and Reed since 2011.  She started working with Doug in 2012.  Her key role is to make sure the office runs smoothly and the clients have a great experience.  She develops and implements office procedures and policies to optimize the smooth operation of the practice.    She enjoys coordinating our client appreciation events and connecting with our clients.  She is a leader with a high level of communication and organizational skills.  Jamie holds a Life and Health Insurance License.

 

Jillian Benedick, Advisor Assistant

Jillian began working at Waddell & Reed in 2015 after graduating from the University of New Mexico, with a degree in Mathematics.  Jillian chose to work at Waddell & Reed because she wanted to use her math skills in a way that would directly impact people’s lives.

 

 

 

Jamie and Jill act as a non-registered associated persons of Waddell & Reed, Inc. They are authorized to assist Financial Advisors with approved activities. They are prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition they are not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  03/18