David began his investment industry career in 2001 and joined Stifel in 2010. Prior to joining Stifel, David worked at A.G. Edwards and Wells Fargo Advisors. He has spent his career providing customized guidance to his clients and helping them pursue their financial goals. David feels fortunate to help separate wisdom from the chatter when working with his clients. He attained the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Asset Management Specialist™ designation. In addition, he holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

David enjoys spending time with his wife of 25 years, Heather, and their three children, Caleb, Rebecca, and Luke. He is on the elder board and is a youth group leader for Rockpointe Community Church, and a member of the Detroit Economic Club and C12 Business Forum.

 

David began his investment industry career in 1998 and joined Stifel in 2022. Prior to joining Stifel, he served as a Private Client Advisor at J.P. Morgan Wealth Management.  He specializes in working with business owners and affluent families with their complex wealth management issues.  He seeks to develop long-term relationships based on trust and understanding and is committed to acting with honesty and integrity, putting his clients’ interests first and foremost.

David earned a B.A. in Economics from University of Lynchburg and holds Series 4, 7, 24, 53, 63, and 65 securities licenses. Outside the office, he has been involved with St. Jude Children’s Research Hospital since 1998.  He also enjoys playing golf and spending time with his family.

Kevin began his investment industry career at Stifel in 2012.  His goal is guiding clients toward their short- and long-term goals, whether it is saving for retirement, education, or wealth generation and tax-efficient wealth transfer.  Kevin works closely with his clients to tailor their portfolios through asset allocation, using a wide variety of investment strategies.  Each of his clients have unique needs, and he develops customized plans that align with those needs.

Kevin attained the Accredited Asset Management Specialist™ designation and earned a B.B.A. in Business Administration from Kettering University.  He holds Series 7 and 66 securities licenses.

Asset allocation does not ensure a profit or protect against loss.

Joe began his investment industry career in 1981 and joined Stifel in 2020.  Throughout his career, Joe has guided his clients through a variety of market environments.  He specializes in serving business owners and executives who are nearing or in retirement, helping them identify their future financial needs and pursuing their envisioned goals.  Along with Joe Jr., he is a portfolio manager in Stifel’s Solutions Program, a discretionary advisory services program.  For clients who choose these services, he is able to adapt strategies designed to combine customized investment management with the ability to quickly react to market conditions.

After a 35-year career with Merrill Lynch, Joe joined Stifel in 2020 along with his son, Joe Jr. They were drawn by the firm’s shared commitment to putting clients’ interests first.  Joe has also served as a financial advisor with E.F. Hutton and Investors Diversified Services.  He earned a B.S. from Michigan State University and an MBA from the University of Detroit Mercy.

Born and raised on the east side of Detroit, Joe lives in Auburn Hills, Michigan, with his wife, Audrianne.  He stays active in his community and has served as chairman for North Oakland YMCA and for the North Oakland Foundation capital campaign.  He is proud to have led a fundraiser to build a new YMCA facility in Auburn Hills.  He has also served as the Commodore of the North Star Sail Club in Harrison Township, Michigan.  Outside the office, he enjoys sailing and yacht racing.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

Joe has helped his clients plan for the important goals in their lives for nearly 20 years.  Having attained the Chartered Retirement Planning Counselor™, Certified Private Wealth Advisor®, and Certified Plan Fiduciary Advisor designations, he specializes in serving investors who are transitioning to and living in retirement, as well as corporate executives and professionals.  Along with Joe Sr., he is a portfolio manager in the Stifel Solutions Program, a discretionary advisory services program.  For clients who choose these services, he is able to adapt strategies designed to combine customized investment management with the ability to quickly react to market conditions. 

After a 14-year career with Merrill Lynch, Joe joined Stifel along with his father, Joe Sr., in 2020.  He and his father were drawn to the firm’s client-first culture and emphasis on acting with integrity.  Joe earned a B.A. from Michigan State University and holds Series 7 and 66 securities licenses.

Joe lives in Rochester Hills, Michigan, with his wife, Allison, and three sons, Joey, Jacob, and James, and their dog, Piper.  Outside the office, Joe enjoys spending time with his family, sailing, playing golf, cycling, and mountain biking.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

I began my investment industry career in 1993 and joined Stifel in 2018. Prior to Stifel, I served most of my career with Ameriprise, and most recently, Raymond James. Throughout my career, I have worked closely with clients with various economic backgrounds, many of them with families. Rather than taking a cookie-cutter approach, I understand each of my clients is different, taking their needs, family situation, and goals into consideration before constructing an investment strategy.

The financial markets are not only my career, but my personal passion. I hold my client relationships near and dear to my heart, with many of them spanning generations.

A Michigan native, I earned a B.S.B.A. from Ferris State University and hold Series 7, 9 & 10, 63, and 65 securities licenses. Outside the office, I enjoy watching and attending sporting events and spending quality time with my family and friends.

Charb began his investment industry career with Stifel in 2022. Prior to joining Stifel, he spent more than 20 years in the IT industry, helping clients navigate a constantly evolving technological landscape. However, it was clear that God had more in store for him. Today, he and David work closely together to develop customized investment strategies to help clients pursue their financial goals. Leveraging his experience, Charb guides clients to make informed decisions that align with their ever-changing needs.

Charb earned a Master of Science in Industrial and Manufacturing Systems Engineering from The University of Michigan-Dearborn and attained the Accredited Asset Management Specialist™ designation from the College for Financial Planning. In addition, he holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Outside the office, Charb can usually be found with his wife of 20 years, Jennifer, and their four children, Caiden, Conner, Cooper, and Camryn. He is a member of the Rochester Chamber of Commerce and the Detroit Economic Club. He is also a coach for Elementary Science Olympiad and member of the C12 Key Player Business Forum.

Jessica began her financial services career in 2005 and joined Stifel in 2022. Prior to joining Stifel, she held various positions at J.P. Morgan Wealth Management. Prior to J.P. Morgan, she began her career at a credit union, where she gained hands-on experience in listening to the needs and goals of clients. Today, she is responsible for opening and maintaining client accounts, reporting, and client relations. She is the main point of contact for various administrative and operational client services.

Active in the community, Jessica volunteers at her local church and has a love for teaching children. She has been married to her husband since 2008 and has three young children. She and her husband love traveling with their kids to tropical destinations and visiting the family cabin on Au Sable River in northern Michigan.

Angela began her financial services career in 1992 and joined Stifel in 2010. She has been supporting a team of financial advisors since 1994 and continues developing long-lasting relationships with clients. Angela earned an A.A.S. in Administrative Assistance from Macomb Community College and holds Series 7 and 63 securities licenses. Outside the office, Angela and her husband, Joe, along with their daughters, Patti and Anna, enjoy martial arts and are involved in the community in many ways. They love spending time with their two dogs and enjoy summer weekends in Caseville, Michigan.

Kristina began her financial services career in 2002 and joined Stifel in 2010. She has worked with David since 2004 and takes great pride in providing top-tier client service with a keen eye to detail. Kristina earned a B.S. in Business Administration from Wayne State University and holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Outside the office, she and her husband, Tom, like to cheer on their two sons, Andrew and Alex, at their sporting events. Kristina can also be found volunteering at their school.

I began working at Stifel in 2010 and joined Bob’s team in 2018. With more than 30 years of client service experience across multiple industries, I enjoy serving and building strong relationships with clients. Throughout my time at Stifel, I have gained extensive experience in operations and client service.

I earned an A.A. from St. Clair Community College. I am also a proud member of the Private Client Group Support Leadership Team for Stifel’s Women’s Initiative Network. Outside the office, I enjoy spending time with my family, traveling, cooking, listening to music, and playing with my Labradoodle, Libby.

Faith began her financial services career in 2019 as an intern with the Moceri Wealth Management Group at Merrill Lynch. She earned a B.S. in Finance from Oakland University and rejoined the team full time, and supported the team as they transitioned to Stifel in 2020. She is responsible for building a strong rapport with clients and helping to ensure accurate maintenance on client accounts.

Outside the office, Faith enjoys spending time with family and friends, making art, and hiking.

 

Xhilda began her financial services career at Stifel in 2023.  Prior to joining Stifel, she worked as a business analyst and executive assistant, where she strengthened her knowledge of financial products and bookkeeping.  Her interest in wealth management directed her to a private wealth management firm, where she began her career as a client service associate.  Her day-to-day responsibilities revolve around fostering positive client relationships, ensuring clients’ account-related needs are properly addressed, and navigating administrative tasks.

Outside the office, Xhilda likes to play tennis, pickleball, and spend as much time as she can hanging out with her family.