About Me
John began his investment industry career in 1990 and joined Stifel in 2023. Prior to joining Stifel, John worked at Hibbard Brown & Co., Gruntal & Co LLC, which was later acquired by Ryan Beck & Co., and Wells Fargo Advisors. His practice is based on the values that have been at the core of his career - common sense, hard work, responsiveness, and attention to purpose. Throughout his career, he has come to find that, more often than not, if you treat every client with care and honesty, listen to their needs, and connect with their struggles in life … they stay clients.
John earned a bachelor’s degree in Psychology and Meteorology and holds Series 24, 7, 63, and 66 securities licenses. In addition, he holds the Accredited Asset Management Specialist™ and Accredited Wealth Management Advisor™ designations.
Outside the office, John has spent 25 years as a part of the Moorestown Lions Club, a part of Lions International, the largest service club in the world. He served as president for five terms and as a board member for 20-plus years. John has also been chair of the Service Club Council in Moorestown, New Jersey, which is part of Junior Chamber International and the Rotary Club. He is a father of three wonderful daughters and values his friendships and family, as well as the clients that have become a part of that group.
About Me
Debra began her investment industry career in 1989 and joined Stifel in 2023. Prior to joining Stifel, she had roles in operations management, overseeing all aspects of branch operations, administration, and operational staff. She oversaw job performance reviews, as well as compliance management on the branch level. Debra additionally provided assistance to transitioning financial advisors and their support staff when moving their practices between firms. She also spent time as a senior Client Service Associate Coach, providing guidance and support to new client service associates and assisting them in setting career goals.
Debra provides more than 30 years of experience in the financial services industry, allowing her to share comprehensive service to clients for all aspects of administration and operations. She strives to maintain top-tier client service, which has always been her main priority when helping clients. Debra holds Series 7 and 63 securities licenses.