Relationship Manager, PWM Financial Professional, RJFS
Gretchen assists in cultivating and managing existing client relationships with an innate focus on organization and coordination that is second to none. Gretchen supports and assists the team through every aspect of daily operations, and she enjoys getting to know clients and helping them reach their goals.
She is a registered representative of Raymond James Financial Services. Prior to joining our team in 2014, Gretchen was a personal banker with Chase Bank in Chicago for two years. She was then promoted to client service associate with JPMorgan’s private bank, working for five years between the Chicago and Bloomfield Hills offices.
Gretchen earned a dual Bachelor of Arts in Economics/Management and German from Albion College.
Gretchen was born in Wheaton, Illinois, and raised in Jackson, Michigan. She grew up in a family where finances and investments were often discussed, as her father was a CFO and her mother worked in commercial lending and retail banking.
Gretchen currently resides in Brooklyn, Michigan, with her husband, Brad (a multi-sport Varsity coach), son, Baker and daughter, Collins. She is also a member of St. Rita’s Catholic Church.
In her free time, Gretchen enjoys working out on her peloton and chasing the top spot on the team leader board at the office! When she isn’t on the peloton, you can find Gretchen rooting for her favorite teams (Green Bay Packers and University of Michigan), traveling and spending quality time on the lake with family and friends.
The above mentioned organizations are not affiliated with Raymond James.