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Advisor Team Members


Bobbi Anderson
Bobbi Anderson

Account Administration Manager

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Madison Baldwin
Madison Baldwin

Office Assistant 

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Katherine Cook
Katherine Cook

TPA Administrator
*Not affiliated with Raymond James

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Rebekah Cook
Rebekah Cook

Account Administrator 

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Jane Eyestone
Jane Eyestone

Executive Assistant

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Kim Franz
Kim Franz

Life Insurance Case Manager
not affiliated with Raymond James

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Monica Fricks
Monica Fricks

Client Service Manager

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Michael Hall
Michael Hall

Account Administrator

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Alisa James
Alisa James

Branch Manager Delegate, RJFS
Financial Advisor, K&A
Licensed Insurance Agent, K&A

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Kate Hayes
Kate Hayes

TPA Administrator
*not affiliated with Raymond James

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Shawn Jackson
Shawn Jackson

Account Administrator

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Tracy Johnson
Tracy Johnson

Senior Lines Agent
Not affiliated with Raymond James.

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Linda Kaus
Linda Kaus

Receptionist, K&A 
Not affiliated with Raymond James.

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Susan March
Susan March

Registered Account Administrator

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Christina McNair
Christina McNair

Administrative and Marketing Assistant

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Paige Mendoza
Paige Mendoza

TPA Administrative Assistant
*not affiliated with Raymond James

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Matt Munoz
Matt Munoz

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

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Ashaleen Noriega
Ashaleen Noriega

TPA Department Manager

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Megan Propst
Megan Propst

TPA Administrator
*not affiliated with Raymond James

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Bailey Riebel
Bailey Riebel

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

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Sophie Simes
Sophie Simes

Account Administrator

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Taylor Slavens
Taylor Slavens

Client Service Manager

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Julie Squires
Julie Squires

Senior Lines Agent
Not affiliated with Raymond James.

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Harmony Vaga
Harmony Vaga

Account Administrator

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Jennifer Wilson
Jennifer Wilson

Account Administrator

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Jazmine Winter
Jazmine Winter

Client Service Manager

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Lily Xidis
Lily Xidis

Reception and Scheduling Assistant

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