More than planners, partners

Our financial advisors offer the experience, perspective and knowledge of a seasoned professional team, but most important, we offer partnership. We believe in investing in your goals as if they were our own and helping you plan for life – and all its facets – as you see it.

Leadership Team

Jeffrey
Jeff Votruba Branch Manager
Debbie Szymchack Assistant Branch Manager

Your Team Members
Alex Goodwin Investment Portfolio Associate

Blueway Financial Partners of Raymond James

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Sara
Sara Baldini Senior Registered Client Service Associate
Kelly
Kelly Bergsma Senior Client Service Associate

Oberlin Group Wealth Advisors of Raymond James

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Jennifer
Jennifer Bohn Client Service Associate

Blueway Financial Partners of Raymond James

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Jill
Jill Bouman Branch Business Coordinator
Tammy
Tammy Hancock, MS Senior Vice President, Investments

Oberlin Group Wealth Advisors of Raymond James

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Conrad
Conrad Hayes Registered Client Service Associate
Dave
Dave Hilgendorf, WMSTM Senior Vice President, Investments

Hilgendorf Wealth Management of Raymond James

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Theresa
Theresa Hilgendorf, WMS Financial Advisor, RICP

Hilgendorf Wealth Management of Raymond James

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Bradley
Bradley Kaminski, CFP® Senior Vice President, Investments

Kaminski Wealth Management of Raymond James

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Anastasiia
Anastasiia Kvitchenko Registered Client Service Associate

RL Consulting Group of Raymond James

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Randall
Randy Lanning, AIF® Senior Vice President, Investments

RL Consulting Group of Raymond James

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Sam Lanning Client Service Associate
Leslie
Leslie Levan Senior Client Service Associate

Roth Wealth Management Group of Raymond James

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Aaron Louisell, CFP®, CIMA® Financial Advisor View Website
Tiffany
Tiffany Minter Senior Client Service Associate View Website
Stephen
Stephen Oberlin Financial Advisor

Oberlin Group Wealth Advisors of Raymond James

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John
John Osbourne Managing Director

Osbourne Wealth Management of Raymond James

Barbara
Barbara Paneral Financial Advisor

Paneral Family Wealth Advisory of Raymond James

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Stephen Paneral Sr Invstmnt/Portfolio Analyst

Paneral Family Wealth Advisory of Raymond James

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Kelli
Kelli Pearson Registered Service Associate View Website
Karen
Kari Poppema, FPQP® Practice Business Manager
Gary
Gary Roth Senior Vice President, Investments

Roth Wealth Management Group of Raymond James

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Nicholas
Nick Roth Financial Advisor

Roth Wealth Management Group of Raymond James

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John
John Schaefer, WMSTM Senior Vice President, Investments View Website
Tyler
Tyler Staples, CFP® Financial Advisor View Website
Alicia
Alicia Tatu Financial Advisor

Oberlin Group Wealth Advisors of Raymond James

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Lucas
Lucas Underwood Registered Client Service Associate
Sarah
Sarah Valencourt, AAMS® Senior Registered Sales Associate

RL Consulting Group of Raymond James

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Jeffrey
Jeff Vander Weele, CIMA® Managing Director, Wealth Management

Blueway Financial Partners of Raymond James

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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