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Our Team


Bobbi Anderson
Bobbi Anderson

Account Administrator Manager


Mary Bartlett
Mary Bartlett

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


Mary Brock
Mary Brock

Account Administrator


Sophie Brooks
Sophie Brooks

Executive Assistant to the President

Client Service 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


Erika Farney
Erika Farney

Client Service Manager


Kim Franz
Kim Franz

Life Insurance Case Manager
not affiliated with Raymond James


Monica Fricks
Monica Fricks

Client Service Manager


Glenna Gideon
Glenna Gideon

Administrative and Marketing Assistant


Jacey Goetz
Jacey Goetz

Marketing Associate


Savannah Hanning
Savannah Hanning

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


Krista Hubert
Krista Hubert

Financial Services Associate


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.


Angela Lindsey
Angela Lindsey

Pension Administrator
*not affiliated with Raymond James

Susan March
Susan March

Registered Account Administrator


Matt Munoz
Matt Munoz

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


Ashley Napier
Ashley Napier

MARKETING COORDINATOR


Jordan Newman
Jordan Newman

Compliance Administrator 
*NOT AFFILIATED WITH RAYMOND JAMES

Ashaleen Noriega
Ashaleen Noriega

TPA Department Manager
*NOT AFFILIATED WITH RAYMOND JAMES


Elvia Ortiz
Elvia Ortiz

Strategic Partnership Coordinator


Dina Othman
Dina Othman

Client Service Manager

Libby Paul
Libby Paul

Talent Development Manager
*NOT AFFILIATED WITH RAYMOND JAMES


Stephen Phillips, CFP®
Stephen Phillips, CFP®

Financial Planner


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.


Renee Skinner
Renee Skinner

Account Administrator


Taylor Slavens
Taylor Slavens

Client Service Manager


Rebekah Smalley
Rebekah Smalley

Accounting Assistant, K&A
*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


Jazmine Winter
Jazmine Winter

Client Service Manager

Client Communication Assistant


Elise Wolf
Elise Wolf

Financial Services Associate


Emily Wolters
Emily Wolters

Planning Administration Manager


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