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Sarah Wood

Sarah Wood

Executive Assistant

My name is Sarah and I previously worked for Craig from 2013-2017 and recently had the opportunity to rejoin his practice to reconnect with and serve his clients.

My background starts in the Financial Services industry working in an Executive Assistant capacity as well as a Certified Meeting Professional (CMP).  I held this prestigious professional meeting designation for ten years while working as a corporate meeting planner.  I also earned my Meetings, Travel and Hospitality Administration with an emphasis in Meetings Administration Degree from Metropolitan State University in 2004.  I am passionate about giving back to my community and has volunteered with several non-profit organizations and at various events for my daughter’s school PTO organization.  I live in Littleton with my husband, teenage daughter, and two pugs! We enjoy living in Colorado and all the activities it has to offer.

Fun Fact: I am adopted, and my sister is biological (child of our parents)!


Sarah 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.  Waddell & Reed is not affiliated with any other entities referenced.  (01/21)