A team that’s here for you – right here in Kalamazoo.
1993 | Cliff Mulder launches his financial advising practice with Prudential Securities in downtown Kalamazoo | |||
1996 | Stacy Caudill joins Cliff as his first team member | |||
1999 | Cliff and Stacy move their practice to NatCity Investments – a division of National City Bank. | |||
2005 | Raymond James recruits Cliff and Stacy and they join the downtown Kalamazoo office. | |||
2012 | Cliff and Stacy begin working with the clients of Robert Struber, a thirty-year financial services veteran, when Bob retires. Client assets reach $200,000,000. | |||
2014 | Stacy is promoted to Financial Advisor | |||
2014 | Jodi Harrison, with twenty years of experience in financial services, joins Cliff and Stacy at Raymond James | |||
2017 | We move to our new office in the Woodbridge Hills area of Portage, striving to provide clients improved accessibility | |||
2019 | Kasey Phillips is welcomed aboard as Client Service Associate. | |||
2020 | Jodi is promoted to Business Manager. Client assets surpass $350,000,000. | |||
2020 | Our team officially becomes Kindred Financial Partners of Raymond James. Same great team – better name! | |||
2021 | Michael Tangalakis joins the team as a Financial Advisor. | |||
2024 | Nina Sanchez joins the team as a Client Service Associate. |
At Raymond James, we have a straightforward approach to doing business. We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1stSM philosophy. With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships.
Raymond James focuses on doing what's right for its clients, associates and communities. This commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.
Sticking to our core principles of client first, conservatism, independence and integrity, Raymond James has steadily grown to become one of the largest independent financial services firms in the industry, but our core values ensure we’ll never be so big that we don’t have time for what matters most: you and your family.
The markets change, but our values will always be the same. Client first is at our core, supported by conservatism, independence and integrity.
We put clients 1st.
They returned the favor.
Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. We’re proud to be part of a company that puts the focus where it belongs: on you.
J.D. Power 2025 U.S. Investor Satisfaction Study announced on 3/20/25 surveyed investors 1/24-12/24. Based on 7,876 responses for advised investors, one company out of 24 was chosen as the winner. Use of study results in promotional materials is subject to a license fee.

J.D.Power 2025 U.S. Investor Satisfaction Study
J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. More: https://bit.ly/4kHB3qv
For J.D.Power 2025 award information, visit jdpower.com/awards.