About Me
I began my investment industry career in 1993 and joined Stifel in 2018. Prior to Stifel, I served most of my career with Ameriprise, and most recently, Raymond James. Throughout my career, I have worked closely with clients with various economic backgrounds, many of them with families. Rather than taking a cookie-cutter approach, I understand each of my clients is different, taking their needs, family situation, and goals into consideration before constructing an investment strategy.
The financial markets are not only my career, but my personal passion. I hold my client relationships near and dear to my heart, with many of them spanning generations.
A Michigan native, I earned a B.S.B.A. from Ferris State University and hold Series 7, 9 & 10, 63, and 65 securities licenses. Outside the office, I enjoy watching and attending sporting events and spending quality time with my family and friends.
About Me
I began working at Stifel in 2010 and joined Bob’s team in 2018. With more than 30 years of client service experience across multiple industries, I enjoy serving and building strong relationships with clients. Throughout my time at Stifel, I have gained extensive experience in operations and client service.
I earned an A.A. from St. Clair Community College. I am also a proud member of the Private Client Group Support Leadership Team for Stifel’s Women’s Initiative Network. Outside the office, I enjoy spending time with my family, traveling, cooking, listening to music, and playing with my Labradoodle, Libby and my Aussiepoo, Blu.