Raymond James
Erin Seibel
Senior Licensed Assistant
Dayna Middlebrooks, M.S.B.A.
Branch Manager/Registered Investment Advisor Representative/Financial Advisor
John Potter
Software Engineer
Marcus Mc Daniel
Command Center Engineer
Jay Halverson, Cpa
Internal Audit Manager
Conner Lagnese
Acquisitions Analyst
Danielle Ferrer
Branch Operations Manager
Ralph Liberatore
First Vice President, Wealth Management
Kaitlin O'farrill
Director, Corporate Communications
Jim Bowman
Senior Vice President, Investments / Managing Director
Graham Goodwin
Managing Director Wealth Management
Kathleen (Kat) Crawford
Tax Reporting Specialist