Charlie began his investment industry career in 2002 with A.G. Edwards and joined Stifel in 2009.  He earned a Bachelor of Science in Business Administration – Finance from St. Louis University and has attained the Accredited Asset Management Specialist designation and the CERTIFIED FINANCIAL PLANNER^TM certification.  He also holds the Series 7, 9 & 10, and 66 securities licenses. 

Charlie was named to Forbes’ 2022 Best-In-State Wealth Advisors list.  The list spotlights more than 5,000 top-performing advisors selected from a pool of 34,925.  Advisors were nominated by their firms then researched, interviewed, and assigned rankings within their respective states. 

Forbes’ Best-In-State Wealth Advisors, April 7, 2022, based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.

Joe began his investment industry career in 2017 and joined Stifel in 2018.  Prior to Stifel, he worked as an advisor for Wells Fargo.  Joe earned a Bachelor of Science in Business Administration – Finance and Banking from the University of Missouri – Columbia.  He has also attained the CERTIFIED FINANCIAL PLANNER^TM certification and holds Series 7 and 66 securities licenses.

Kim began her investment industry career in 2006 and joined Stifel in 2009.  Prior to Stifel, she worked for A.G. Edwards.  She has worked alongside Charlie for more than 15 years, focusing on building strong rapport with clients by helping them with their account-related needs.  She also supports the team by helping to implement and coordinate wealth management strategies and investment research.