Richard began his investment industry career in 1995 and joined Stifel in 2018. Prior to joining Stifel, he was a Managing Director/Investments and Branch Manager at Wells Fargo Advisors. He was also a Branch Manager and financial advisor at its predecessor firms Wachovia Securities and A.G. Edwards.
Richard earned a Bachelor of Science in Marketing from Oakland University and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Zachary began his investment industry career at Stifel in 2021. Prior to joining Stifel, he worked at Nolan Transportation Group, working in carrier sales, as well as an Offensive Coordinator and Tight-End Coach at Davenport University, a football Recruiting Assistant at Michigan State University, and an Offensive Line Coach and Recruiting Coordinator at Northwood University. Zachary also worked as a Run Game Coordinator and Offensive Line Coach at Davenport University and a Graduate Assistant Football Coach at West Virginia University and Michigan State University.
Zachary earned a Bachelor of Science in Economics and a Master of Science in Kinesiology from Michigan State University. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Kellie began her investment industry career in 2005 and joined Stifel in 2018. Prior to joining Stifel, she worked at Wells Fargo Advisors, Wachovia Securities, and A.G. Edwards. Kellie holds Series 7 and 66 securities licenses.
