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Raymond James Staff


Bobbi Anderson
Bobbi Anderson

Account Administrator Manager


Sophie Brooks
Sophie Brooks

Executive Assistant to the President

Client Service Manager


Mary Brock
Mary Brock

Account Administrator


Montana Cress
Montana Cress

Department Administrative Assistant

Kim Dillon
Kim Dillon

IT Systems Administrator, K&A


Erika Farney
Erika Farney

Client Service Manager


Monica Fricks
Monica Fricks

Client Service Manager


Glenna Gideon
Glenna Gideon

Administrative and Marketing Assistant


Jacey Goetz
Jacey Goetz

Marketing Associate


Krista Hubert
Krista Hubert

Financial Services Associate


Shawn Jackson
Shawn Jackson

Account Administrator


Alisa James
Alisa James

Branch Manager Delegate, RJFS


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


Elvia Ortiz
Elvia Ortiz

Strategic Partnership Coordinator


Dina Othman
Dina Othman

Client Service Manager

Stephen Phillips, CFP®
Stephen Phillips, CFP®

Financial Planner


Sophie Simes
Sophie Simes

Account Administrator

Renee Skinner
Renee Skinner

Account Administrator


Taylor Slavens
Taylor Slavens

Client Service Manager


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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