Steve began his investment industry career at Stifel in 1993. Prior to joining Stifel, he worked for a CPA firm in public accounting for more than seven years. Steve always had a fascination with investments and studying and investing in stocks. With little money to start investing in the early 1990s, he held four accounts with four different financial advisors at four different firms to provide him with more information and access to various research. Steve soon became the person who would provide investment guidance at the CPA firm, before he had an epiphany that he could make a living doing this. He made the leap in 1993, and for more than 30 years, he has never looked back.

Steve earned a Bachelor of Business Administration and a Master of Accounting from the University of Michigan-Ann Arbor. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities).

Outside the office, Steve is a board member and student recruiting chairperson and formerly served as treasurer for the University of Michigan alumni club of St. Louis. He is also a finance committee member and previously served as treasurer and board member for PROMO, a nonprofit for Missouri’s LGBTQ+ community. In his spare time, Steve is an avid traveler and enjoys family time, skiing, golf, exercise, and collecting stamps and coins.

Kevin began his investment industry career at Stifel in 2004. Prior to joining Stifel, he worked as a fundraiser in the nonprofit world in Los Angeles, Connecticut, and St. Louis for 14 years.

Kevin earned a Bachelor of Arts from Indiana University and Masters of Social Work from Yeshiva University. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities).

Outside the office, Kevin spends time with his four daughters, two sets of twins, and his wife, Allison. He also loves his white Lab, Casper. Kevin enjoys traveling, reading, yoga, working on large jigsaw puzzles, and exercising.

Ryan began his investment industry career in 2008 at Stifel. Prior to joining Stifel, he had an internship at Northwestern Mutual in the back office before transitioning to Stifel’s home office in St. Louis and subsequently joining the Goldberg Zeldin Wealth Management Group.

Ryan earned a Bachelor of Science in Human Environmental Science – Personal Financial Planning from the University of Missouri-Columbia, and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities). Ryan earned the CERTIFIED FINANCIAL PLANNER® 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.

Outside the office, Ryan and his wife, Kristina, have two young children, Luca and Kali. Ryan enjoys spending his time with his family and their dog Maverick. In his spare time, Ryan is a passionate golfer and softball player, who loves to travel to play.

Kyle began his investment industry career in 2023 and joined Stifel in 2024. Prior to joining Stifel, he worked as a Client Service Representative at New York Life and Charles Schwab. As a dedicated Registered Client Service Associate, Kyle brings both passion for helping clients and a commitment to continuous learning about the financial world. Kyle is excited to connect with clients who value a knowledgeable and enthusiastic contact for their account-related needs.

Kyle earned a Bachelor of Science in Business Administration from the University of Missouri, Columbia, and holds Series 7 and 63 securities licenses, as well as life and health insurance licenses. Outside the office, Kyle enjoys playing golf, cheering on the St. Louis Cardinals and Blues, and supporting Mizzou sports.

Clay began his financial services career at Stifel in 2017 and has continued to support both the Goldberg Zeldin Wealth Management Group and another Stifel wealth management team since graduating college.

Clay earned a B.S. in Criminal Justice from Southeast Missouri State University, where he was also a student government executive board member.

Today, Clay enjoys playing volleyball with his friends and spending time with his dog, Luxe.