I provide comprehensive wealth management services tailored to each client’s unique needs, using a balanced approach that incorporates multiple asset classes and management styles to build well-structured portfolios while managing risk thoughtfully.
With nearly 45 years in the investment industry—beginning in 1979 and joining Stifel in 1998—I draw on decades of experience to offer perspective in an ever-changing market environment. My goal is to leverage my experience to provide insight and perspective in a continually changing market environment, helping clients make informed decisions that align with their goals and risk tolerance.
I earned a B.A. in Advertising from Drake University and hold Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses (including annuities).
Personal
I have a long history of being committed to my community, having served as past president of the board for Remedies Renewing Lives, a local domestic violence shelter in Rockford, Illinois. Outside of work, I’m the head football coach at Rockford Lutheran and a member of Forest Hills Country Club. My wife, Michele, and I enjoy time with our two adult children, Tyler and Emily, and our five wonderful grandchildren.
My primary value system that informs my financial advising is thoughtful planning and service. Since joining Stifel in 2018, I’ve focused on building strong relationships with our clients. My approach begins with listening—learning about each client’s goals, values, and priorities—so we can develop strategies that align with their unique circumstances. Whether it’s planning for retirement, managing risk, or navigating life’s transitions, I strive to provide guidance that helps clients make informed decisions for their financial future.
Before joining Stifel, I worked with high-net-worth partners of a large international ministry, assisting them in facilitating charitable donations. This experience reinforced my belief that wealth planning is about more than numbers—it’s about service.
I hold Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Personal
Outside of work, I’m passionate about giving back to the community. I serve on the board of Mending Ministries, a nonprofit dedicated to helping those in need. My wife, Katie Jo, and I are proud parents of two sons, Liam and Silas, and a daughter, Ava. Family time is a priority, and we enjoy creating lasting memories together.
As a Client Service Associate, I am dedicated to creating a seamless experience for our clients. I work closely with our advisory team to ensure every detail of the client relationship is handled with care and precision. From managing account administration and processing transactions to coordinating communications and resolving service requests, my goal is to provide responsive, reliable support that helps clients feel well assisted and informed.
My Experience
I began my investment industry career in 2015 and joined Stifel in 2021. In my role, I assist advisors in delivering personalized service by preparing documentation, scheduling meetings, and ensuring that client inquiries are addressed promptly and professionally. I take pride in being a resource for clients and helping maintain the high standards of service our team is known for.
Personal
My husband, Eric, and I have two children, Gulianna and Oliver. Outside of work, I enjoy spending time with my family and being active in our community.
I work as a Registered Client Service Associate alongside a great team of advisors at Stifel. I also work closely with our advisors to ensure clients receive timely, accurate information and personalized strategies tailored to their financial goals. Whether it’s helping navigate account administration or streamlining processes for a seamless experience, my focus is on delivering exceptional service and I am extremely grateful for the ability to be building strong relationships with each of our clients.
My Experience
I joined Stifel in 2023 and in my role, I assist with the team’s marketing initiatives, client account administration, and workflow and process organization.
Holding Series 7, Series 63, and Series 65 licenses, I am equipped to support clients with a wide range of needs. I am extremely grateful for the ability to serve many people and feel that I am making a meaningful impact.
Personal
I grew up in South Florida before returning to Rockford, Illinois. When the seasons allow, I enjoy longboarding and snow skiing, and I take any opportunity to travel. Day-to-day, I find fulfillment in weightlifting and cooking with intention. In my free time, I love diving into books or exploring content on finance, psychology, and languages.
