About Us
Steve has more than 18 years of experience in the financial services industry. Prior to joining Raymond James Financial Services in 2003, he held the position of Products and Services Manager with American Century Investments.
Steve graduated from Northwest Missouri State University with a bachelor's degree in Finance and has been awarded the designation of Chartered Mutual Fund Counselor from the College for Financial Planning.
Steve is responsible for providing investment and wealth planning solutions for our clients. He guides individuals through important life events such as retirement and offers customized strategies to meet the needs of small business owners.
Steve's professional licenses include:
- General Securities
- General Securities Principal
- Registered Investment Advisor Agent (Series 65)
- Insurance - Life, Health and Annuities
Steve and his wife Shelly have three children and live in Blue Springs, Missouri.
Sheri began her career in 1981 with B.C. Christopher in Columbia MO. Prior to joining Raymond James in 1999, Sheri served as an Investment Representative with Edward Jones.
Sheri has been offering personal attention and sound guidance for nearly 30 years. Sheri strives to build long-lasting relationships with clients by ensuring all their service needs are met. In addition, she is responsible for overseeing branch operations and compliance.
Sheri's professional licenses include:
- General Securities (Series 7)
- General Securities Principal (Series 24)
- Registered Investment Advisor Representative (Series 65)
- Insurance - Life, Health and Annuities
Sheri and her husband Chris live in Blue Springs, Missouri. They have one daughter, Jordan, who is currently attending CMSU in Warrensburg.
Dave has worked in the financial services industry for the past 7 years previously with the Northwestern Mutual Financial Network and Bank of Prairie Village. Prior to working in the financial services industry, he held multiple positions at Sprint Corporation, Butler Manufacturing, and Ernst & Young.
Dave graduated from Kansas State University with a bachelor’s degree in Accounting and has passed his Certified Public Accountant exam in the State of Kansas. Additionally, he graduated from the Graduate School of Banking – University of Colorado and is currently enrolled in the Personal Financial Planning program at the University of Missouri – Columbia.
Dave’s professional licenses include:
- General Securities (Series 7)
- Registered Investment Advisor Agent (Series 66)
- Insurance - Life, Health and Annuities
Cheryl has been with Raymond James as an administrative assistant since 1999. Before that she worked as an administrative assistant at Edward Jones for 5 years. Cheryl answers the phones, greets clients and makes them feel welcome. She also assists the Financial Advisors and service staff with daily tasks and projects.
Cheryl and her husband Steve have a grown son, Adam and they enjoy spending time in Colorado and with their grandson, Andrew.
Andrea began her career with Raymond James in 2005 in Lee’s Summit, MO. She worked as an assistant to the other financial advisors in the office by helping with the preparation of financial plans, financial analysis of portfolios and the implementation of those plans and recommendations.
In October of 2010, Andrea joined our office in Blue Springs. She assists with multiple office functions including support for our advisory and financial planning services.
Andrea graduated from the University of Missouri - Kansas City with her Master’s degree in Accounting with an emphasis in Taxation in the spring of 2007.
Andrea’s professional licenses include:
- General Securities Representative (Series 7 & 63)
- General Securities Principal (Series 24)
- Registered Investment Advisor Representative (Series 65)
- Insurance - Life, Health & Annuities
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
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.
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