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

ANNIE VLIEGENTHART

J.D., CFP® FINANCIAL ADVISOR

JOHN JENNINGS

FINANCIAL ADVISOR

NORMAN WELLS

FINANCIAL ADVISOR

GARRICK CASHATT

FINANCIAL ADVISOR

EMILY SMITH

DIRECTOR OF CLIENT SERVICES

KRYSTA WRIGHT

CLIENT SERVICE MANAGER

MIKE KANNER

CRPS® FINANCIAL ADVISOR

JOHN JENNINGS

FINANCIAL ADVISOR

EMILY SMITH

DIRECTOR OF CLIENT SERVICES

ANNIE VLIEGENTHART

J.D., CFP® FINANCIAL ADVISOR

NORMAN WELLS

FINANCIAL ADVISOR

KRYSTA WRIGHT

CLIENT SERVICE MANAGER

GARRICK CASHATT

FINANCIAL ADVISOR

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design 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.