Pursuing your financial goals with experienced guidance

You are an individual who doesn’t just jump to conclusions. Your decisions are carefully weighed and deliberated with cautious consideration.

When seeking financial advice, you seek a counterpart who is equally as deliberate in delivering carefully measured guidance.

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Investment Management

As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.

Get to know Our Team

Kimberly Jordan
Kimberly Jordan
Branch Manager
Jeri Strauss
Jeri Strauss
Assistant Operations Manager
Linda Mattingly
Linda Mattingly
Registered Investment Services Coordinator
Daniel MacLean
Dan MacLean
Financial Advisor
Toby Nutt
Toby Nutt
Financial Advisor
Jason Daeger
Jason Daeger
Financial Advisor
Vickie D. Bauer
Vickie D. Bauer
Financial Advisor
Michael Estes II
Michael Estes II, CRPC®
Financial Advisor
Robert J. Davis
Robert J. Davis
Financial Advisor
Jimmy Johnson
Jimmy Johnson
Financial Advisor
Linda Oeth
Financial Advisor
Andy Ruud
Andrew Charles Ruud, AWMATM
Registered Investment Services Coordinator
Samantha Jenkins
Samantha Jenkins
Financial Advisor

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Price is what you pay. Value is what you get.
Warren Buffett

Information & insight

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Economy & Policy
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The future at your fingertips

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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The Stock Yards Bank and Trust and Stock Yards Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.[/Bank]

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