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Lindsay Adams
Lindsay Adams

Investment Service Assistant


Mary Cox
Mary Cox

Investment Service Assistant


Kim Dillon
Kim Dillon

IT Systems Administrator, K&A


Glenna Gideon
Glenna Gideon

Client Services Assistant


Ashlin Hoffhines
Ashlin Hoffhines

Investment Service Assistant


Krista Hubert
Krista Hubert

Service Assistant, RJFS


Quinn Jacobs
Quinn Jacobs

Director of Operations


Alisa James
Alisa James

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


Matt Munoz
Matt Munoz

Associate Financial Planner, RJFS


Nancy Navrat
Nancy Navrat

Investment Service Assistant


Ashaleen Noriega
Ashaleen Noriega

Pension Department Manager, K&A


Elvia Ortiz
Elvia Ortiz

Executive Assistant to the President

Project Manager 


Libby Paul
Libby Paul

Practice Manager


Stephen Phillips
Stephen Phillips

Investment Service Assistant &
Para-Planner


Renee Skinner
Renee Skinner

Investment Service Assistant


Rachel Sproul
Rachel Sproul

Administrative Assistant


Jennifer Wilson
Jennifer Wilson

Investment Service Assistant


Emily Wolters
Emily Wolters

Department Operations Director


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