Koby strives for excellence in serving our clients and assisting our team on a daily basis. He takes care of the administrative needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner.

Koby enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive quality attention and support.

He also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, his goal is to always make working with us easy and effortless.

Koby joined our team in August 2021, and he holds a bachelor’s degree in Business Management from San Jose State University.

Koby was born and raised in San Jose, California and when not in the office, he enjoys playing golf.

Raymond James is not affiliated with the above organizations.