For over 18 years, Francesca has enjoyed being able to help her clients strive towards their dreams through the financial planning process. She began working as a financial advisor in 2002 after graduating from the University of Missouri-St. Louis with a Bachelor of Science degree in astrophysics. Over the course of her career, she realized that her expertise and passion is in financial planning. In 2021, Francesca published her first book, Lifestyle Metamorphosis Enhance Your Financial Fitness in 40 Days, with co-author, Matt Gunter.
Francesca is a CERTIFIED FINANCIAL PLANNER™, which required the completion of a comprehensive curriculum and exam. “CFP® professionals commit to high ethical standards”1 and are required to “act as a fiduciary, and therefore, act in their client’s best interests, at all times when providing financial advice to a client.”1 Francesca also completed a course of study and exam to achieve the Accredited Investment Fiduciary (AIF®) Designation. To maintain the CFP® certification and AIF® designation, Francesca must continue to meet ongoing certification renewal requirements.
Francesca grew up in the St. Louis, Missouri area and lived there until her husband joined the U.S. Army. His assignment to Fort Hood, Texas brought her to the Central Texas area. They live in Temple, Texas with their three children. Francesca is a board member of the Temple Symphony* Orchestra and volunteers at Wings for Widows. Outside of the office, she enjoys helping her husband restore their home in Temple’s historic district as well as assisting with a menagerie of rescue cats and dogs.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.