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Our Team

A Client Centered Team That Goes Beyond The Numbers

Our team specializes in tax-smart Investment strategies tailored to you. We are backed by the technology and technical expertise practice of national broker-dealer Raymond James financial services and we operate as an independent firm that provides clarity on the products and services that fit your unique goals and situation. Our financial professionals go beyond the numbers of providing a financial plan - we provide an experience, unlike any other.

Financial Services Team

Ronn Kudlacek

Ronn Kudlacek, MS, CFP®, CPA,

Executive VP I Financial Advisor, RJFS

Brad Wilson

Brad Wilson, CLU®

Senior VP | Financial Advisor, RJFS

 Savara  McDaniel

Savara McDaniel, CFP ®

Senior VP | Financial Advisor, RJFS

Laura Fossen

Laura Fossen, BBA, CPA

Financial Services Coordinator

Kristy Davis

Kristy Davis

Scheduling Coordinator I Branch Associate, RJFS

Marium Rahim

Marium Rahim, FPQP™

Lead Client Service Associate

Kimberly Spyers-Duran

Kimberly Spyers-Duran

Client Service Associate

Raymond James does not provide tax advice. 

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