I began my investment industry career in 1993 and joined Stifel in 2007. Prior to joining Stifel, I worked at Merrill Lynch, where I was a Financial Advisor. It was there that I developed the foundation of my long career in the financial industry and learned the importance of customized wealth planning. My goals are to deliver top-tier service to our clients and help them pursue the financial future they envision.

I began my career in finance in 2016 at Vanguard, where I became a Financial Advisor and eventually obtained the CERTIFIED FINANCIAL PLANNER® certification. In 2022, I joined my father’s team at Stifel, as it offered me the unique opportunity to provide a more personalized and impactful experience for clients. My goal is to build upon the legacy of The Staufenberger Financial Group by ensuring that we offer an even broader range of strategies for our clients as we continue to grow.

I began my financial services career in 1995 and joined Stifel in 2009. I am committed to providing top-tier client service and building strong relationships with our clients.

I began my financial services career at Stifel in 2024 after nearly nine years in Pharmaceutical Marketing Research, where I gained extensive experience in operations and project management. I earned a B.S. in Marketing and International Business from DeSales University.