Yvonne is dedicated to helping us provide a dedicated and focused client experience. She is committed to helping educate and inform our clients throughout their financial journey while working to make their lives easier. 

She assists clients with checks, wire and money movement requests, address changes, and all things related to their accounts. This includes answering questions and processing life insurance and account updates. Yvonne also greatly assists our team with many essential administrative duties.

Before joining our team in September 2023, Yvonne was a branch office administrator at Edward Jones. Yvonne holds her Washington State insurance license and an associate certificate in IT project management. 

Yvonne is from Bonney Lake, Washington. She is married and enjoys spending time traveling with her Husband, Rick. She has two fur babies, Mac and Maverick, who are the bosses of the home. When not in the office she enjoys traveling anywhere with an ocean and beach. She is a foster parent to infants. She fundraises in her late Son’s name to bring awareness to infant loss and deployed troops.

Raymond James is not affiliated with the above organizations.