Steven began his investment industry career in 1987 and joined Stifel in 2021. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Outside the office, Steven enjoys fishing, cooking, relaxing on the beach, and riding on his motorcycle.
Esther began her investment industry career in 2014 and joined Stifel in 2021. She holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
She earned the Chartered Retirement Planning Counselor® designation and the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc. The CFP® certification 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, Esther enjoys running, reading, and spending time with her family.