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Wealth Management

Get to Know Us

Behind every plan is a team that values curiosity, discipline, and genuine relationships. We bring different backgrounds and perspectives, but a shared focus on helping clients make better decisions over time.

Taylor Steele

Managing Partner, Cadent Capital, LLC
& Branch Manager, RJFSCFP®, CLU, AIF, CEPA, EA

Casey Kupper

Managing Partner, Cadent Capital, LLC
& Branch Manager, RJFSCFP®, CFA, CAIA, CEPA

Ben Carr

Wealth Manager CFP®

Erin Champlin

Wealth Planner CFP®

Chris Lambert

Investment Strategist

Mason Emmel

Wealth Planner CFP®

Owen Denman

Client Service Specialist

Lauren Brown

Client Service Specialist

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Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website users and/or members.

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC, marketed as Cadent Capital, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cadent Capital, LLC is seperately owned and operated and not indepedently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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