David has spent more than 30 years helping his clients pursue their goals. He focuses on assisting clients with a broad range of needs, including developing investment, retirement planning, and insurance strategies.
David earned an M.S.E. and B.S.E. from Indiana University Bloomington and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities).
A native of Fort Wayne, Indiana, David has been happily married to his wife, Linda, for more than 40 years. They enjoy spending as much time as possible with their three adult children and six grandchildren.
Jennifer began her financial services career with Stifel in 2009. Prior to joining the team, she owned a business from 1994 to 2009, where she was responsible for all accounting functions, including payroll and human resources.
An integral member of the group, Jennifer prides herself on delivering outstanding client service and assists the team in conducting daily office operations. She leverages her vast knowledge of processes, procedures, and accounting to address client inquiries in a timely manner.
Jennifer earned a B.S. in Accounting from St. Mary of the Woods College.