About Me
Certificates
Licenses
Awards
Education
AR State License
CA State License
“I take into consideration my clients’ overall financial picture, tailoring each investment strategy to suit their individual needs.”
Jack began his investment industry career in 1981 and joined Stifel in 2005. His approach to investment guidance begins with working with his clients to develop a balanced portfolio mix designed to address their unique needs. His mission is to help his clients pursue their short- and long-term financial goals. Jack holds Series 7, 9 & 10, 63, and 65 securities licenses.
A graduate of the University of Missouri-Columbia, Jack is active in the community and has been very involved with the Special Olympics and the Foster and Adoptive Coalition for many years. He is also an actor and director with several local community theatre groups.
Jack is a lifelong resident of the St. Louis area, where he enjoys spending time with friends. In his spare time, he enjoys damaging various golf courses in the pursuit of a better game, reading, and traveling whenever possible. (Visit Canada, people; it’s beautiful.)
Judi has been in the financial services industry for more than 30 years. She obtained her Series 7 and 63 securities licenses in 1995 and joined Stifel in 2001. She handles the service aspect of client relations and is responsible for handling paperwork, administrative issues, and taking unsolicited market orders.
Judi earned a B.S.B.A. from the University of Missouri-St. Louis with an emphasis in Accounting. Prior to joining the financial services industry, she pursued a career in accounting.
Outside the office, Judi enjoys spending time with her husband, Tim, their sons, and grandchildren. In her free time, she enjoys playing trivia, as well as training and competing with her Old English Sheepdogs in dog sports.