About Me
Jim began his investment industry career in 1982 and joined Stifel in 2009. He graduated from Hiram College with a Bachelor of Arts in both Economics and Management. He holds Series 7, 8, 63, and 65 securities licenses, as well as the Accredited Investment Fiduciary® designation. He has been the manager of the Franklin branch since 1988, building a successful practice of financial advisors and professional assistants.
Jim believes in giving back to his community. He currently serves as chairman of the Applefest committee, a position he’s held since the early 1990s. Previously, he served as a board member of the Franklin Area Chamber of Commerce and also the Northwest Hospital Foundation.
Certificates
AIF
About Me
Chris began his investment industry career in 2008 and joined Stifel in 2013. Prior to Stifel, he worked in law enforcement, but realized his passion is helping clients pursue their financial goals. Chris graduated from Indiana University of Pennsylvania and holds Series 7 and 66 securities licenses, as well as the Accredited Investment Fiduciary® designation.
Passionate about giving back to his community, Chris serves as chairman of the non-profit Franklin Moving Forward and has been a member of the Franklin Chamber of Commerce board of directors since 2013. Chris especially enjoys spending time outdoors with his family. Most weekends you can find him fly fishing on the Allegheny or playing in the woods with his wife and sons.
Certificates
AIF
About Me
Michael began his investment industry career at Stifel in 2024. Prior to joining Stifel, he worked in the public sector, handling budgets. Michael’s goal is to create long-lasting relationships with his clients, while assisting them in creating customized wealth management strategies to help pursue their short- and long-term goals.
Michael earned a Bachelor of Science from Pennsylvania State University and holds Series 7 and 66 securities licenses. Outside the office, he serves as the chairman of the board for the Applefest Committee, a member for the Drake Energy Security Forum, board member for Keystone Community Education Council, and board member for Venango Museum of Art, Science, and Industry.