About Me
Will began his investment industry career in 1984 and joined Stifel in 2008. Prior to joining Stifel, he began his career at Birr, Wilson Securities, and A.G. Edwards. Will works closely with his clients to create customized wealth management plans to address their vast needs and help them pursue their financial goals.
He holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses. Outside of the office, he is a member at the Kiwanis Club-Willows.
About Me
Chris began his financial services career in 2007 at A.G. Edwards and joined Stifel in 2008. He creates comprehensive wealth management plans to address each clients’ financial situation and help mitigate the risks associated with market volatility. He is committed to a high level of communication with his clients to build quality relationships across multiple generations.
Chris attained the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).