About Me
Certificates
Licenses
Awards
Education
AR State License
CA Insurance License
Mark began his investment industry career in 1994 and joined Stifel in 2014. Prior to joining Stifel, he worked at Merrill Lynch and UBS as a financial advisor. Mark is dedicated to helping his clients prepare for their future, focusing on long-term investing, social security planning, Medicare planning, and tax and estate planning. He works closely with clients to comprehensively assess their financial situation, including goals, risk tolerance, time horizon, and investment-related tax implications. Using that information, Mark helps his clients create customized wealth management strategies tailored to their short- and long-term goals.
Mark earned a Bachelor of Business Administration in Finance from Marshall University and holds Series 7, 63, and 65 securities licenses, as well as life and health insurance licenses.
Outside the office, Mark is a member at First Christian Church and is a former board member of USA Cares.
Michelle began her investment industry career in 2020 and joined Stifel in 2022. Prior to joining Stifel, she worked as a financial advisor at Raymond James. Michelle also created and presented financial contracts for local small businesses and on-premises restaurants, country clubs, event centers, etc. for Coca-Cola Consolidated. She sees the importance of Mark looking at their clients’ entire financial picture and time horizon to determine investments, as well as re-evaluating each year and is committed to supporting his and their clients’ day-to-day needs.
Michelle earned a B.A. from Western Kentucky University and is a Louisville Leadership Center’s Ignite Louisville graduate. She holds Series 7 and 66 securities licenses and life insurance licenses. Michelle earned the Accredited Asset Management SpecialistTM designation.
Outside the office, she was a prior volunteer with the local nonprofit, I Would Rather Be Reading.