About Me
Joe began his investment industry career in 1987 and joined Stifel in 2012. Prior to joining Stifel, he was a financial advisor at A.G. Edwards & Sons, Inc. and Wells Fargo Advisors. He earned a Bachelor of Science in Business Administration – Finance from The University of Akron.
About Me
Ben began his investment industry career at Stifel in 2024. Prior to joining Stifel, he spent eight years as a software engineer and a project manager. Ben believes in the importance of value investing, fundamental analysis, and diversification. When working with his clients, he puts an emphasis on time in the market, not timing the market. Ben also ensures that his clients’ portfolios are balanced based upon goals and risk tolerance.
Ben earned a Bachelor of Science in Biomedical Engineering from The University of Akron. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses.
Diversification does not ensure a profit or protect against loss.
