Joined August 2011
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1 Jan 2023
Wishing you all the best for your plans, goals and resolutions as we head into 2023.
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31 Dec 2022
As I prepare for my move to the Western Florida Complex, the Cottonwood, Utah office game me a warm send off complete with a yummy lunch and a Utah red rocks picture to hang in my new Florida office I will miss the Utah, Nevada, and So California advisors and associates!
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29 Dec 2022
I am thrilled to start the next chapter of my career by relocating to Florida as the Raymond James Suncoast Complex Manager!
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23 Nov 2022
Reporting lower taxable income is a key way to lower your tax bill. Without earning less, another option is to stash income into tax-advantaged accounts. Consider meeting 2022 contribution limits to qualified retirement plans and reviewing new 2023 limits. raymondjamesconnect.com/t3mf…
19 Nov 2022
The Raymond James Succession & Acquisition team is committed to keeping you in control of what happens to your book of business. Combined with Practice Exchange, our online tool that streamlines finding a successor, you'll have access to the resources you raymondjamesconnect.com/tSiD…
18 Nov 2022
Many alumni proudly boast their alma maters' names and logos on sweatshirts, bumper stickers and even tattoos. But while sustaining checks and endowments are tried-and-true ways to support a university, some gifts may land further afield. Here are a few. raymondjamesconnect.com/t83m…
18 Nov 2022
Raymond James welcomes $365 million bi-coastal advisor team with over 40 years of experience: go.rjf.com/3O87ZJ2. raymondjamesconnect.com/tLAm…
17 Nov 2022
Conversations surrounding estate planning can be complicated, but hosting a family meeting can be a great way to facilitate an effective discussion about your family's unique situation, needs and goals. Here's a guide to help get you started. raymondjamesconnect.com/tKhR…
17 Nov 2022
Market participants reacted favorably to earnings news from a major retailer and a drop in Treasury yields to push equity futures higher. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy. raymondjamesconnect.com/tfmS…
16 Nov 2022
Raymond James welcomes Georgia financial advisor managing $160 million in assets: go.rjf.com/3E6mjNy. raymondjamesconnect.com/tn19…
16 Nov 2022
The S&P rallied 9% in July. Is it possible that peak inflation and the largest interest rate increases are now behind us? Read the analysis in the July market recap. raymondjamesconnect.com/tek1…
15 Nov 2022
The market's volatility is highlighting the importance of selecting the proper investment tools to help achieve long-term financial security. Read more in Doug Drabik's latest Bond Market Commentary. raymondjamesconnect.com/tbDP…
15 Nov 2022
The Mountain Desert Complex is pleased to welcome Graham Rogney to our new Nevada office.
Raymond James welcomes seasoned financial advisor managing $155 million in Nevada: go.rjf.com/3gUqd47. raymondjamesconnect.com/tJAo…
14 Oct 2022
We currently have an opening for a Branch Manager in our Beautiful Palm Desert Branch.
Please see the attached PDF for more information or call me direct at 801-712-9987 for more information. raymondjamesconnect.com/tY36…
20 Sep 2022
Raymond James Utah first annual Picnic held at Historic Wheeler Farm. We had a great time with the kids and enjoying the taco truck and games.
19 Sep 2022
Raymond James is represented by Steve Pagoaga, Bill Gelegotis, Pam McComas, and Steve's dad, JIm, during the annual Gail Miller Utah Leadership Cup. This year, generous donations provided over $200,000 in scholarship funds for Salt Lake Community College students.
14 Sep 2022
After three years, the 28th annual Women's Symposium returns in person on September 21. Attendees choose among interactive seminars, breakout sessions and inspiring presentations from Raymond James leaders and industry experts. Learn more and get involved: bit.ly/3KmXIXn
13 Sep 2022
The Women Financial Advisors Network is excited to host Vernice "FlyGirl" Armour, America's First Black Female Combat Pilot, as she discusses harnessing a breakthrough mindset at this year's 28th annual Women's Symposium. Check out the rest of the agenda and learn more about the
9 Sep 2022
Excited to attend this year's 28th annual Women's Symposium in Tampa! I look forward to to sharing insights, building connections and gaining fresh perspective in growing my business! bit.ly/3KmXIXn #RJWomen