04/22/2026
Happy Administrative Professionals Day to someone who truly earns it every day!
CastleRock is incredibly fortunate to have someone as driven, capable, and dedicated as Kelsie on our team. She recently finished 21st out of the entire firm in the STEER professional development program, which Supports Team members through Excellence, Education, and Resources. Even more impressive, she has ranked among the top 10% of her peers for the last two years in a row!
Congratulations, Kelsie, and thank you for all you do for our team and our clients.
The 2025 RJFS Top 100 ranking is an internal Raymond James recognition developed by the STEER Development Program. STEER is a calendar year program and Top 100 is achieved based on a point system. Points are accumulated via tenure, industry licensure, and educational course participation. Educational courses are focused on four main topics: Operational Excellence, Client Service & Engagement, Business Growth & Risk Management, Community & Career Development. This may not be representative of any one client’s experience, it’s not an endorsement, and is not indicative of future performance. While a fee was not paid in exchange for the award/rating, there is a tuition cost associated with the program.
