Senior Registered Client Service & Operations Manager

Financial Planner, RJFS



Gretchen has worked for Raymond James since 2011, having rejoined Retirement Strategies, after working for Raymond James branches in San Diego, CA and Denver, CO.

Gretchen relishes working with clients in preparing and reviewing their personal financial goal plans.

At the branches she helped advisors transitioning from other firms to Raymond James, and worked extensively with clients, managing client service. She also handles deposits, researched investments, and assisted in developing model portfolios and executing trades.

Prior to joining Raymond James, Gretchen worked for an independent high net worth advisor, and a mutual fund company in the greater Kansas City area. She has passed the Series 7 (General Securities Representative) and the Series 66 (Uniform Combined State Law) exams. She also holds life, health, and variable insurance licenses.

Gretchen received her Bachelor's degree from the University of Kansas. She and her family reside in Lone Tree. She loves sports, including KU basketball and Denver Broncos football, and loves spending time hiking and exploring beautiful Colorado.