Phuong Fenner, CPFA®

I am a graduate of the University of Minnesota – Twin Cities and spent over 5 years in the mortgage industry before starting with Waddell & Reed in 2014 as an assistant for Matt Anderson. I joined Matt’s practice because I wanted to help others with their full financial future instead of in the mortgage space. I spend my day helping Matt service our clients, helping with meeting preparation, and am also responsible for preparing and processing paperwork. I love that every day is not the same at our practice and it is always interesting to see what each day brings us. I hold my Series 7 & 66 securities licenses with LPL Financial along with Life, Accident, and Health.

I grew up and still live in the Little Canada, MN area with my husband, Grant, and our golden retriever, Finley.  When I’m not at work, I enjoy spending time with my family, cheering on Minnesota sports teams, cooking and baking, and traveling.