You’ll have the resources of a national leader to serve your financial planning needs

When it comes to your financial future, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Rockford, Illinois, branch of Raymond James, you’ll find exactly that – plus a team of local professionals who know exactly where you’re coming from and who are dedicated to helping you pursue your unique financial goals.


Scott Stauffer, CFP®
Complex Manager, Northwest Illinois Complex
Angie Mandzen
Complex Administrative Manager

Jones Financial Group of Raymond James

Michael A. Jones, MBA
Managing Director
Senior Vice President, Investments

Kristen L. Ericson
Financial Advisor
Steven Briggs
Registered Client Service Associate
Rhiannon Spencer
Registered Client Service Associate
Justin Timm
Service Associate

Marty Smith Financial Team of Raymond James

Martin L. "Marty" Smith, CFP®
Senior Vice President, Investments
Derek T. Erwin, CFP®
Financial Advisor
Kevin J. Morrison, CFP®
Financial Advisor
Erica Hoffman
Branch Operations Specialist
Branch Technical Liaison


Anderson/Johnson Financial Group of Raymond James

Karen Anderson-Wade
Senior Vice President, Investments
Chip Johnson
Senior Vice President, Investments
Holly Squicciarini
Financial Advisor
Kristen LaRue
Sales Associate
Angela Timm
Senior Client Service Associate

McKinney Asset Management of Raymond James

David D. McKinney
Vice President, Investments
Allie K. Branca, CFP®, AAMS®
Financial Advisor
Sophia Boone
Senior Client Service Associate
Heather Elsenbach
Senior Registered Client Associate

Compass Financial Group of Raymond James

Craig Fetty, CFP®
Vice President, Investments
Mike Fager, CFP®
Vice President, Investments
Deb Domico
Senior Client Service Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.