Larry began his investment industry career in 1979 and joined Stifel in 2006.  Prior to joining Stifel, he worked at John G. Kinnard and Company and Miller Johnson Steichen Kinnard.  Larry believes in investing for the long term with an experienced money manager.   He utilizes his nearly 45 years of investment industry experience to help guide his clients through their financial journey.  When working with his clients, he understands the importance of looking at the bigger picture rather than micromanaging their portfolio. 

Larry earned a B.A. in Business Administration with an emphasis in Finance from California State University and holds Series 7, 63, and 65 securities licenses. 

Jeremy began his investment industry career at Stifel in 2023.  Prior to joining Stifel, he spent nearly 20 years in the retail industry, 15 of which were in recruiting, and 12 years in corporate/enterprise roles.  After working for years with several financial advisors, Jeremy was motivated to transition to the investment industry.  While he was a client, he was looking to form a long-term working relationship with someone who he trusted and could lead him through his financial journey.  He was also looking for someone who drove the process and helped him manage his investments proactively.  His goal is to provide to his clients what he had always aspired to find in a financial advisor. 

Jeremy’s goal is to leverage his vast past experiences and the full suite of resources Stifel has to offer.  He focuses on high-quality products, architecting the right investment strategy to help his clients pursue their short- and long-term financial goals.  Jeremy earned a B.A. from St. John’s University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).