Chippewa Falls, WI Office

Zachary Schimmel is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2020. Outside of his advisory role, he is involved as an associate at Fries Financial Group and is a partner in several local business ventures, including an electrical contracting division. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and incorporates advanced analytical tools to support client goals, supported by a broad advisor network and specialized municipal and public finance services.

Thomas Madison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 63 credentials and six years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2019 to 2021. Outside of his advisory role, Madison is an associate at Fries Financial Group in Chippewa Falls, WI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Catherine Johnson is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds a Series 66 designation and has worked with Raymond James since 2011. Prior to that, she spent several years in insurance-related roles. She is also an associate at Fries Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique capabilities in municipal finance and employer advisory programs.

Codi Koxlien is a Series 66-licensed financial advisor with Raymond James Financial, bringing nine years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2017 and Triad Advisors, Inc. from 2012 to 2017. She is also involved with Fries Financial Group in a support role focused on administrative work. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance services through a unique affiliated municipal advisor.

Elizabeth Lawrence is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James Financial Services Advisors since 2019 and was previously with Bernike Wealth Management from 2015 to 2017. Outside of her advisory role, she provides operational support at Fries Financial Group, a service unrelated to investment advising. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as probability modeling, while supporting municipal and public finance work through unique affiliations.

Amanda Jaquish is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors since 2017. In addition to her advisory role, she is an associate at Fries Financial Group, where she provides client service support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Kendall Baumgartner is a financial advisor with Raymond James Financial in Chippewa Falls, WI, holding a Series 66 designation and three years of industry experience. He is also associated with Fries Financial Group, where he works as a financial advisor. Prior to his current roles, he held positions in banking, insurance, real estate, and education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports institutional consulting and portfolio management through a large advisor network.