Dee is dedicated to providing disciplined, thoughtful support for our team. She tends to the little details that keep a business running and clients’ potential growing. She concentrates on all aspects of service and operations, including cash transfers, new account processing, ongoing account maintenance, and client information requests. She takes personal and professional satisfaction from helping hard-working individuals with prompt service and support.

Dee’s career in the financial services industry began in 2005 and she joined Raymond James in Carmel over eleven years ago. Indiana born and raised, she has a Bachelor’s degree from Purdue University.

Dee and her husband Rick live on a family farm with two dogs and an evolving number of farm cats. They share two grown children and their spouses and are passionate grandparents to two little ones. They are renowned followers of their alma mater’s sports teams and enjoy travelling, gardening and exploring new eateries.