Richard brings more than 35 years of investment industry experience to serving clients’ needs. He began his career in 1987 with B.C. Ziegler and Company and joined Stifel in 2014. Prior to Stifel, he served as First Vice President/Investments with Wells Fargo Advisors for six years following its acquisition of A.G. Edwards, where he worked as a Financial Advisor for over a decade.

Throughout his career, Richard has developed a deep understanding of the markets and the evolving needs of individuals and families. He is dedicated to helping clients navigate complex financial decisions, with a focus on building long-term relationships grounded in trust, transparency, and personalized guidance.

Richard works closely with clients to understand their unique goals, risk tolerance, and long-term objectives, providing tailored strategies designed to help them generate and preserve their wealth across all stages of life. His approach emphasizes disciplined planning, thoughtful wealth management, and a high level of communication to help clients feel confident in their financial direction.

Richard earned a B.S. from Southern Illinois University-Carbondale and holds Series 7, 63, and 65 securities licenses. He and his wife, Jean, have lived in Glen Carbon since 1983. They have three children – Joe, Libby, and Jonathan – and four grandchildren.

Rich brings more than 35 years of investment industry experience to the client experience. He began his career in 1985 with B.C. Ziegler and Company and joined Stifel in 2014. Prior to joining Stifel, he served as First Vice President/Investments with Wells Fargo Advisors for six years following its acquisition of A.G. Edwards, where he spent 11 years helping clients pursue their goals.

Throughout his career, Rich has built a reputation for providing thoughtful, personalized guidance and helping clients navigate changing market environments with confidence. He is committed to developing long-term relationships based on trust, communication, and a deep understanding of each client’s financial priorities.

Rich works closely with individuals and families to design tailored strategies aligned with their goals, risk tolerance, and evolving needs. His approach emphasizes disciplined wealth management, filling in potential financial gaps, and ensuring a collaborative relationship, helping clients stay focused on what matters most to them over time.

Rich earned an A.A. from Lewis & Clark Community College and, after attending Illinois State University, transferred to Southern Illinois University-Edwardsville, where he graduated with a B.S. in Finance. In addition, he holds Series 7, 63, and 65 securities licenses.

Rich and his wife, Mary Beth, have called Edwardsville home for more than 30 years raising their family. They are the proud parents of two children, Kelsey and Connor, and cherish their role as grandparents to two grandchildren.

Jonathan began his career in the financial services industry with Stifel in 2022, working in the firm’s Enterprise Risk Management department before transitioning into a Financial Advisor role. In his previous role, he focused on credit risk analysis, financial statement review, and risk monitoring across a diverse portfolio of counterparties.

Taking a holistic, planning-forward approach to wealth management, Jonathan looks beyond just investments, designing strategies that help support every stage of a client’s financial life. This includes wealth management, retirement planning, income and insurance considerations, and risk mitigation strategies. He is committed to developing long-term relationships while helping clients pursue their financial goals.

Jonathan earned a Bachelor of Business Administration with a major in Finance from the University of Mississippi and holds Series 7, 63, and 65 securities licenses.

Zandra began her financial services career with Stifel in 2006 within the firm’s New Accounts Department. In 2009, she transitioned to the Options Department, where she further developed her industry knowledge and operational acumen before joining Stifel’s Edwardsville branch in 2015.

Bringing nearly two decades of experience to her role, Zanda plays an instrumental part in supporting client accounts and delivering a smooth, responsive service experience. Known for her attention to detail, strong organizational skills, and dependable day-to-day support, she works closely with the team to help implement customized strategies and coordinate the information needed to effectively analyze and evaluate client needs. Zandra enjoys building meaningful relationships with clients and their families and is committed to maintaining clear communication to help ensure they feel informed, confident, and well cared for.

Zandra earned a B.S. in Business Administration from Southern Illinois University-Edwardsville and holds Series 7 and 63 securities licenses. She resides in Mt. Olive with her husband, Jeff, and their three children, Owen, Griffin, and Willa.