Raymond James
Natasha Murphy, Cpa
Director Internal Audit
Genie Lam, Cpa, Ca
Senior Manager, Finance
Jordan Niefeld, Cpa, Cfp®
Associate VP, Investments
Peter Greenberger
Director, Mutual Fund And 529 Plan Product Management
Cindy Kube
Application Specialist
Terry King
Fiscal Assistant
Ashley Thomas
Supervisor Operations
Jeffrey Olsson
Associate Financial Advisor
Jordyn Connell
Internal Product Specialist Annuities
Ralph Occhino
Certified Financial Planner At Raymond James Financial Services, Inc
Holly Dickey
Associate Product Manager
Ashley Ehrenman, Cpa Cams Cfe
Internal Audit Manager