Tina began her financial services career in 1982, working in over-the-counter trading.  She joined Stifel in 2007 and focuses on wealth management, retirement planning strategies, investment planning, and estate planning issues. 

Tina serves clients by helping them identify and pursue their financial objectives.  She understands the challenges professionals and families face, including current cash flow, planning for retirement, funding education, and providing for family members.  She feels lucky to work in a position where she is able to guide people from all walks of life toward their financial goals.

Through her dedication to her clients and a steady flow of referrals, Tina now helps clients manage more than $275 million in client assets.  She enjoys building strong relationships with her clients and working with them in every aspect of their financial lives.

Tina holds Series 7, 24, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  She has also earned the Accredited Investment Fiduciary® designation.  In addition to these credentials, she continues to expand her knowledge to better help her clients navigate through the increasingly complex financial environment.

With more than 35 years of financial services experience, Susan is adept at providing clients and prospects efficient service.  Susan assists the team in the areas of office administration and client service.

Susan is dedicated to providing clients with helpful information and guidance regarding their accounts.  She also helps inform clients of the various accounts Stifel offers to help fulfill their financial needs.