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Lindsay Adams
Lindsay Adams

Investment Service Assistant


Kelsie Burdiek
Kelsie Burdiek

Project Manager &
Life Insurance Case Manager, K&A 


Mary Cox
Mary Cox

Investment Service Assistant


Kim Dillon
Kim Dillon

Strategic Project Manager, K&A 
Assistant to Diann Howard


Glenna Gideon
Glenna Gideon

Client Services Assistant


Ashlin Hoffhines
Ashlin Hoffhines

Investment Service Assistant


Diann Howard
Diann Howard

Quinn Jacobs
Quinn Jacobs

Pension Department Manager, K&A


Alisa James
Alisa James

Investment Service Assistant, RJFS
Registered Paraplanner, RJFS
Branch Manager Delegate, RJFS


Kate Medrano
Kate Medrano

Project Manager


Matt Munoz
Matt Munoz

Nancy Navrat
Nancy Navrat

Investment Service Assistant


Ashaleen Noriega
Ashaleen Noriega

Pension Operations Director, K&A


Elvia Ortiz
Elvia Ortiz

Executive Assistant to the President


Amy Otte
Amy Otte

Investment Service Assistant, RJFS


Libby Paul
Libby Paul

Practice Manager


Stephen Phillips
Stephen Phillips

Investment Service Assistant &
Para-Planner


Krista Rumback
Krista Rumback

Investment Service Assistant


Renee Skinner
Renee Skinner

Investment Service Assistant


Rachel Swafford
Rachel Swafford

Administrative Assistant


Jennifer Wilson
Jennifer Wilson

Investment Service Assistant


Rachelle Wilson
Rachelle Wilson

Administrative Assistant


Emily Wolters
Emily Wolters

Investment Department Director


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