Chris began his investment industry career in 1987 and joined Stifel in 2010. Prior to joining Stifel, he worked at Janney Montgomery Scott LLC. Having been in the business for more than 35 years, Chris is proud of the growth of their office and the many individual clients he has worked with over the years.
Chris earned a Bachelor of Arts from Lycoming College and holds Series 7, 9 & 10, 63, and 65 securities licenses. He attained the Accredited Wealth Management AdvisorTM designation.
Chris serves as an emeritus member for the board of directors for Camp Victory. Born and raised in Bloomsburg, Pennsylvania, he raised his family there. Chris is proud to be a member of his community.
Jack began his investment industry career at Stifel in 2025. Prior to joining Stifel, he was an Intern at Stifel’s Conshohocken branch during the summer of 2024. While interning, he learned about fundamental and technical analyses, as well as options trading.
Jack earned a Bachelor of Business Administration from Wilkes University and holds Series 7, 63, and 65 securities licenses.
Kim began her investment industry career in 2001 and joined Stifel in 2010. Having worked in the customer service industry her entire career, she loves assisting the team’s clients with their needs and providing top-tier customer service.
Kim holds Series 7 and 63 securities licenses and life insurance license.
Nicole began her financial services career at Stifel in 2024. Prior to joining Stifel, she was an office manager for an orthopedic clinic and a church business administrator. Nicole earned a Bachelor of Science from Bloomsburg University of Pennsylvania.
