Proactive and detail-oriented, Adele manages the operational aspects of our office and helps make sure that our clients’ needs are met promptly, efficiently and accurately. She wants our clients to know that she is here for them and willing to help with any financial planning needs they have, so they don’t have to worry about the details.
Adele began working with Matt and Chris in 2003 at UBS Financial Services, moving with them to Raymond James in 2014. She was a senior registered client service associate at UBS Financial Services in Portland for 11 years and spent three years as a registered sales assistant at Morgan Stanley.
She earned a bachelor’s degree in psychology from Chapman University in Orange, California, and also earned a multiple-subject teaching credential from Saint Mary’s College in Moraga, California.
Originally from Tucson, Arizona, Adele moved to Vienna, Austria, at the age of 15, where she completed her high school studies at the American International School. Today she lives in Portland with her husband, Jim, and twin boys, Samuel and Charlie. In her free time, Adele enjoys hiking, camping, skiing, cooking and traveling with her family.