About Me
There is no substitute for experience. For nearly 40 years, Steven has been committed to helping individuals and families pursue their financial goals.
Using Stifel’s comprehensive, personalized financial planning services, including portfolio wealth management, cash-flow analysis, estate and tax planning, and strategies for maximizing Social Security and retirement benefits, Steven has guided his clients through a historical period in the evolution of the equity markets. When you become a client, you get a comprehensive financial plan through the Stifel Wealth Strategist Report®, asset management strategies tailored to your unique needs, and more. Steven is a highly skilled, dedicated financial advisor who takes the time to get to know your unique goals, risk tolerance, finances, health, lifestyle, and family. Whether you are an experienced high-net-worth investor, or just beginning, Steven is committed to being there for you, putting your financial interests first.
Influenced by his father’s lifelong career as an investment broker, Steven decided early on to carry on his father’s legacy of helping hard-working people work toward their financial goals. After graduating from Michigan State University (1986) with a B.A. in Economics, Steven began his career as a registered investment broker. Pursuing higher education in his field, Steven earned the Certified Financial Planner® certification in 1992 from the College for Financial Planning. He also holds Series 7, 63, and 66 securities licenses. If you’re seeking personal attention and investment strategies that make sense, Steven may be an ideal choice for you.
About Me
Tarah is a third-generation financial advisor at Stifel. She is dedicated to listening to your goals, concerns, and needs, and based on your unique situation, she will create a customized financial plan through Stifel’s financial planning resources. She offers professional wealth planning services including investment planning, education planning, retirement planning, and estate planning strategies. Her mission is to guide families across multiple generations as they navigate through each stage of life, and she is committed to providing high-quality service to her clients.
Prior to joining Stifel, Tarah worked for home appliance manufacturing giant Whirlpool Corporation, where she helped drive supply chain optimization and profitable market share growth for major brands, including Whirlpool, Maytag, KitchenAid, and JennAir. Tarah is a two-time Spartan and earned a B.A. in Supply Chain Management and an MBA from Michigan State University. She holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Outside of the office, Tarah enjoys running and is a seven-time All-American in track and cross-country. Every July since 2009, she has participated in a 300-mile relay race across Michigan that raises money for the Michigan Special Olympics.