Michael began his investment industry career in 1999 and joined Stifel in 2018. Prior to joining Stifel, he spent time working at Wells Fargo Clearing Services, LLC, Chase Investment Services Corp., and H&R Block Financial Advisors, Inc. Using his knowledge and experience, Michael wants to help his clients understand the financial world and potential risks and rewards. He is dedicated to getting to know his clients, their needs, and their goals.
Michael earned a B.B.A. in Finance from Saginaw Valley State University and holds Series 7, 9 & 10, 63, and 65 securities licenses.
Philip began his investment industry career in 1972 and joined Stifel in 2013. Prior to joining the investment industry, he worked as a Sales Representative at Georgia Pacific Corporation – spanning the Metro Detroit Area. Philip’s approach to helping his clients begins by seeing his clients in person as much as possible. He will use their time together talking to understand their lives – he wants to know the client’s risk “appetite,” – it’s all about them. While working together, he avoids the short-term noise. Most importantly, he believes to be successful, you need to stay humble.
Philip earned a B.A. from the University of Detroit and holds Series 7, 63, and 65 securities licenses.
David began his investment industry career in 1982 and joined Stifel in 2007. After graduation, he worked for a corporation in Columbus, Ohio, in its finance department, including a brief period in the international headquarters in Brussels, Belgium. In 1982, David began his financial services career at Roney and Co. in Detroit, Michigan, where he served as Partner beginning in 1985 and, at the same time, was the President of the Roney Capital Corporation subsidiary until the sale of both in the late 1990s. He continued his career as a financial advisor at McDonald & Co. until its sale in 2007, when he joined Stifel as the branch manager of the newly established Grosse Pointe branch.
David earned a B.A. in Economics from the University of Pittsburgh and an MBA in Finance from the University of Pittsburgh – the Katz Graduate School of Business. He holds Series 7, 9 & 10, 24, 63, and 65 securities licenses, as well as life and health insurance licenses.
Lisa began her financial services industry career in 1979 and joined Stifel in 2007. She began her career at Michigan National Bank at the branch level before realizing she wanted to be a part of the investment industry, making a move to the Corporate Trust division. Lisa then joined the investment side of Independence One Mutual Fund before joining a full wealth management firm.
Lisa attended Madonna University and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses. Outside the office, Lisa is a volunteer at her church as a church lector.
Jake began his financial services career at Stifel in 2023. He focuses on assisting clients with their administrative needs while delivering a high level of service. Jake helps the team and their clients with account-related and operational needs. He earned a B.S. from Wayne State University.
