PROVIDING CUSTOMIZED SERVICES
FOR DISCERNING CLIENTS
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

MIKE KANNER
CRPS® FINANCIAL ADVISOR

Garrick Cashatt
FINANCIAL ADVISOR

JOHN JENNINGS
FINANCIAL ADVISOR

Keith Lambert
Relationship Manager

EMILY SMITH
DIRECTOR OF CLIENT SERVICES

David Luethje
Relationship Manager

MIKE KANNER
CRPS® FINANCIAL ADVISOR

JOHN JENNINGS
FINANCIAL ADVISOR

EMILY SMITH
DIRECTOR OF CLIENT SERVICES

NORMAN WELLS
FINANCIAL ADVISOR

GARRICK CASHATT
FINANCIAL ADVISOR

MIKE KANNER
CRPS® FINANCIAL ADVISOR

JOHN JENNINGS
FINANCIAL ADVISOR

EMILY SMITH
DIRECTOR OF CLIENT SERVICES

NORMAN WELLS
FINANCIAL ADVISOR

GARRICK CASHATT
FINANCIAL ADVISOR
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James and its financial advisors do not render advice on legal matters. You should discuss these matters with the appropriate professional.