About Us

P: 503-238-6036
F: 503-238-7056
dirish@iandcwealth.com

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 Joey.

P: 503-238-6036
F: 503-238-7056
acharuhas@iandcwealth.com

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 their finances while working, and help create action plans that will allow client’s money to last throughout their retirement years and beyond.

P: 503-238-6036
F: 503-238-7056
dcharuhas@iandcwealth.com

Bio coming soon!

P: 503-238-6036
F: 503-238-7056
jgranderson@iandcwealth.com

Jamie has been working with Waddell & Reed since 2011. She started working with Doug in 2012. Her key role is to help make sure the office runs smoothly and the clients have a great experience. She develops and implements office procedures and policies designed 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.