With more than 13 years of experience in the financial services industry, Bernadette provides a wide range of services for clients as a Client Service Associate. She is responsible for day-to-day workflow, client administrative requirements and operational activities. In 2021, Bernadette joined JCB Investment Services and affiliated with Raymond James Financial Services, Inc. Prior to moving back to Indiana, she lived in Rochester, New York for 30+ years where she gained financial knowledge at a major financial firm. Bernadette also held the position of executive assistant at both a real estate firm and a software design company. She has acclimated well to getting back to her roots. Bernadette values the time with her family and staying connected with friends. In her spare time, she enjoys gardening, cooking, reading and creative craft projects.