About Me
Richard began his investment industry career in 2012 and joined Stifel in 2023. Prior to joining Stifel, Richard worked at Wells Fargo Advisors, focusing on wealth management, trusts, and retirement plans for clients, charitable organizations, and businesses. He also spent time working at UBS Financial Services as a Wealth Planning Analyst. Richard spent time serving as Director of Basketball Operations for ARN Sports and Entertainment, as well as an Operations Engineer for the Boggs Group. He earned the Accredited Wealth Management AdvisorTM designation from the College for Financial Planning and holds Series 7, 63, and 65 securities licenses.
Richard earned a B.S. in Construction Management from the Lee College of Engineering at the University of North Carolina at Charlotte, as well as a B.A. in Sociology from Wake Forest University. While at Wake Forest University, he played Division 1 basketball, where he learned discipline, planning, preparation, teamwork, and execution, qualities that he believes clients find valuable.
Outside the office, Richard is active in the local community, volunteering for the World Pediatric Project, College Bound, St. Louis Children’s Hospital, and on the board of trustees for Oak Hill Academy. Richard enjoys playing basketball, golf, and spending time outdoors. He and his wife, Annelise, live in St. Louis with their three sons, Win, Raleigh, and Reid.
About Me
Liz began her career in 2019 and joined Stifel in 2023. Prior to joining Stifel, she worked at Wells Fargo Advisors, serving as a Senior Brokerage Client Assistant. She attended St. Charles Community College and Lindenwood University. Outside the office, Liz enjoys volunteering at the St. Louis Area Food Bank and stays busy with her three children; her oldest graduated from Truman State University in May 2023, her middle child is a senior at Truman, and her youngest is a freshman in high school.