“Someone is sitting in the shade today because someone planted a tree a long time ago.”
Warren Buffett
About Me
Cindi began her career in 1997 and joined Stifel in 2018. Prior to joining Stifel, she worked for Morgan Stanley, Citigroup Global Markets, and Merrill Lynch.
Cindi's family has been involved in investment services since 1949. Her mother worked in Newark, New Jersey, writing stock prices on the chalkboard. She also worked for one of the top producers at Merrill Lynch during the 1950s. Her father joined Merrill Lynch in 1956 and served as Branch Manager (both in New York City and Bradenton, Florida) for more than 40 years.
Cindi earned an M.S. from Indiana University and a B.S. from Ithaca College. She also holds Series 7 and 66 securities licenses.
About Me
Kevin began his career as a financial advisor with Stifel in 2018. Prior to joining the family practice, he earned a B.A. in Economics from Armstrong State University.
As a third generation financial advisor, Kevin has had the privilege to observe both his parents and other family members thrive within the wealth management industry. This motivated him to join the family team and serve investors of all ages throughout his community.
Kevin is a member of the Benedictine Military School Alumni Association and holds Series 7 and 66 securities licenses as well as life, health, and variable insurance licenses. Kevin is currently president of the Knights of Columbus Golf League.