Maddie Ulloa

Maddie Ulloa supports Lumena clients and advisors through communication, client service, and complex operational support.

Maddie joined Waddell & Reed in 2015, supporting an advisor, Michael Warkentin, as his personal assistant.  During that time, she provided administrative support while developing strong relationships with the clients they  served. When Michael's clients transitioned to Lumena in 2023, Maddie chose to continue with the team, helping provide a familiar and trusted presence for clients navigating a period of change.

Today, as Senior Administrative Assistant, she works from the San Pedro location. Her responsibilities include  preparing advisors for client meetings, coordinating operational and service needs, handling complex and  escalated tasks, and helping create a welcoming experience for clients visiting the San Pedro office.

Her specialty is complex task resolution. When complicated questions arise, she has the experience and persistence to work through them, drawing on appropriate resources from home office and partner companies ensuring that clients receive the support they need. She is described as friendly and approachable, someone who helps make detailed processes feel more manageable.

Maddie holds a Bachelor of Science in Business Administration with a concentration in Marketing from California State University, Dominguez Hills, earned in 2020. She also holds a California Insurance License for Life, Accident and Health, obtained in 2025.