Our business is about two things – you and your financial well-being.

At the heart of every financial plan is a person like you, so that’s where we put our focus. After all, it’s your investments we’re striving to preserve your goals we’re building toward. It only makes sense, and is only right, that you be at the center of each recommendation we make.

Like you, we are proud to call Racine home. Our clients are our friends and neighbors, and we pride ourselves on bringing them all the resources and access of a Wall Street firm, but with a decidedly hometown approach.

Welcome to the Racine Branch of Raymond James, where we put you exactly where you belong – first.


  • Janet Ertl
    Senior Registered Client Service Associate
  • Jeffrey Porasik
    Senior Vice President, Investments
  • Suzanne C. Yde
    First Vice President, Investments