John began his investment industry career in 1994 and joined Stifel in 2022. Prior to Stifel, he served 10 years with UBS Financial Services and 17 years with Morgan Stanley. He earned a B.S in Economics from The State University College at Oneonta and holds Series 7, 31, and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
John earned the Certfied Financial PlannerTM certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He also holds the Certified Investment Management Analyst® certification, which identifies those individuals who have successfully completely coursework surrounding complex portfolio construction, investment analysis, and comprehensive wealth management and have been granted the certification from the Investments & Wealth Institute.
John has been happily married to his wife, Gina, for more than 25 years, and they have two daughters. As a family, they enjoy traveling to new places, exploring, and learning together.
Jennifer joined Stifel in 2021, bringing nearly 30 years of financial industry experience to the team. She focuses on helping provide an outstanding client service experience. She holds Series 7, 9 & 10, 63, and 66 securities licenses. Outside the office, Jennifer enjoys spending time with her family and friends and making the most of the great outdoor water activities of sunny Florida.