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Our Team


Bobbi Anderson
Bobbi Anderson

Account Administrator 


Mary Bartlett
Mary Bartlett

TPA Operations Director, K&A
Not affiliated with Raymond James.


Sophie Brooks
Sophie Brooks

Client Service Manager


Katherine Cook
Katherine Cook

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


Mary Cox
Mary Cox

Account Administrator


Melissa Cragg
Melissa Cragg

Account Administrator


Kim Dillon
Kim Dillon

IT Systems Administrator, K&A


Erika Farney
Erika Farney

Administrative & Marketing Assistant


Kim Franz
Kim Franz

Life Insurance Department Manager
not affiliated with Raymond James


Glenna Gideon
Glenna Gideon

Administrative and Marketing Assistant


Jacey Goetz
Jacey Goetz

Marketing Associate


Savannah Hanning
Savannah Hanning

TPA & Flex Benefit Administrative Assistant, K&A
*NOT AFFILIATED WITH RAYMOND JAMES


Ashlin Hoffhines
Ashlin Hoffhines

Account Administrator


Diann Howard
Diann Howard

Growth Development Manager
*Not affiliated with Raymond James


Krista Hubert
Krista Hubert

Financial Services Associate


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.


Tanya Mackey
Tanya Mackey

Client Service Manager


Susan March
Susan March

Registered Account Administrator


Chelsi McGregor
Chelsi McGregor

TPA Administrative Assistant
*NOT AFFILIATED WITH RAYMOND JAMES


Matt Munoz
Matt Munoz

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


Ashley Napier
Ashley Napier

ADMINISTRATIVE ASSISTANT


Katherine Newton
Katherine Newton

Client Service Manager


Ashaleen Noriega
Ashaleen Noriega

TPA Department Manager, K&A
Service Assistant, RJFS


Elvia Ortiz
Elvia Ortiz

Strategic Partnership Coordinator


Libby Paul
Libby Paul

Talent Development Manager
*NOT AFFILIATED WITH RAYMOND JAMES


Stephen Phillips, CFP®
Stephen Phillips, CFP®

Para-Planner


Bailey Riebel
Bailey Riebel

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


Sylvia Rodriguez
Sylvia Rodriguez

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


Casey Self
Casey Self

Client Service Manager


Renee Skinner
Renee Skinner

Account Administrator


Taylor Slavens
Taylor Slavens

Client Service Manager


Rebekah Smalley
Rebekah Smalley
Administrative Assistant
*Not affiliated with Raymond James

Julie Squires
Julie Squires

Senior Lines Agent
Not affiliated with Raymond James.


Melissa Starkey
Melissa Starkey

ACCOUNT ADMINISTRATOR


Kaitlin Walker
Kaitlin Walker

Benefits Administration & Payroll Specialist
*Not affiliated with Raymond James


Jennifer Wilson
Jennifer Wilson

Account Administrator


Elise Wolf
Elise Wolf

Financial Services Associate


Emily Wolters
Emily Wolters

Department Operations Director


Jessica Wright
Jessica Wright

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


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