Joni’s expertise in putting clients’ interests first is apparent in everything she does as an executive administrative assistant, office manager, event coordinator and financial advisor. She says her job is to bolster trust and confidence by being efficient, professional, and treating each client’s concern on an individual basis.
“I want our clients to feel confident in their financial futures and have trust that we will always be there for them to do what is in their best interests,” she says.
Prior to joining Raymond James in 2016, Joni worked with Bob Neeley at LaSalle Street Securities, LLC, in Oklahoma City.
“To me, Raymond James is an incredible and valuable opportunity to help clients and their families create their legacies for generations to come,” Joni says.
Originally from Kansas City, Missouri, Joni currently lives in Oklahoma City, Oklahoma, with her husband, Patrick, and their son, Ethan.
To unwind, Joni loves to decorate, cook, travel, read, write poetry and, of course, sing. Mostly though, she enjoys spending quality time with her family.