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Our Staff


Celeste Adams
Celeste Adams

Human Resources Generalist
*not affiliated with Raymond James


Bobbi Anderson
Bobbi Anderson

Account Administrator Manager


Katherine Cook
Katherine Cook

TPA Administrative Assistant, K&A
*Not affiliated with Raymond James


Montana Cress
Montana Cress

Department Administrative Assistant


Kim Dillon
Kim Dillon

IT Systems Administrator, K&A


Jane Eyestone
Jane Eyestone

Executive Assistant


Erika Farney
Erika Farney

Client Service Manager


Jared Ferrell
Jared Ferrell

TPA Department Manager
*not affiliated with Raymond James


Kim Franz
Kim Franz

Life Insurance Case Manager
not affiliated with Raymond James


Monica Fricks
Monica Fricks

Client Service Manager


Jacey Goetz
Jacey Goetz

Marketing Associate


Kate Hayes
Kate Hayes

TPA Administrator
*not affiliated with Raymond James


Shawn Jackson
Shawn Jackson

Account Administrator


Alisa James
Alisa James

Branch Manager Delegate, RJFS


Tracy Johnson
Tracy Johnson

Senior Lines Agent
Not affiliated with Raymond James.


Linda Kaus
Linda Kaus

Receptionist, K&A 
Not affiliated with Raymond James.


Susan March
Susan March

Registered Account Administrator


Christina McNair
Christina McNair

Administrative and Marketing Assistant


Matt Munoz
Matt Munoz

Financial Services Associate, RJFS
Due Diligence Administrator, K&A


Ashley Napier
Ashley Napier

MARKETING COORDINATOR


Ashaleen Noriega
Ashaleen Noriega

TPA Department Manager
*NOT AFFILIATED WITH RAYMOND JAMES


Elvia Ortiz
Elvia Ortiz

Advisor Services Coordinator
Recruiting Coordinator


Dina Othman
Dina Othman

Client Service Manager

Libby Paul
Libby Paul

Talent Development Manager
*NOT AFFILIATED WITH RAYMOND JAMES


Bailey Riebel
Bailey Riebel

TPA Administrator, K&A 
Not affiliated with Raymond James.


Sylvia Rodriguez
Sylvia Rodriguez

Project Manager, K&A
Not affiliated with Raymond James.


Sophie Simes
Sophie Simes

Account Administrator

Renee Skinner
Renee Skinner

Account Administrator


Taylor Slavens
Taylor Slavens

Client Service Manager


Julie Squires
Julie Squires

Senior Lines Agent
Not affiliated with Raymond James.


Melissa Starkey
Melissa Starkey

ACCOUNT ADMINISTRATOR


Jennifer Wilson
Jennifer Wilson

Account Administrator


Jazmine Winter
Jazmine Winter

Client Service Manager

Client Communication Assistant


Elise Wolf
Elise Wolf

Financial Services Associate


Emily Wolters
Emily Wolters

Planning Administration Manager


Monica Young
Monica Young

Planning Administrator 

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