Steven began his investment industry career in 1992 and joined Stifel in 2010. Prior to Stifel, he served as a Financial Advisor at A.G. Edwards, Wachovia Securities, and subsequently with Wells Fargo Advisors. Steven earned a B.B.A. from Walsh College and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Prior to the financial industry, Steve owned his own business for more than 10 years. Once he sold his business, he had interests in law and financial services. Foremost, he enjoys helping people and loves the strategic planning aspect of the financial services industry.
An active member of the community, Steven serves as a member of the Honorary Advisory Capital Campaign of Moore Public Library and the Special Gifts Division of United Way of St. Clair County. He is also a grant committee member of St. Clair County Community Foundation, a past board member of American Heart Association, and a past board chair of Visiting Nurse Association Health Services & Blue Water Hospice.
David began his investment industry career in 1991 and joined Stifel in 2010. Prior to Stifel, he served as a Vice President/Investments at A.G. Edwards and subsequently with Wachovia Securities and Wells Fargo Advisors. He earned a B.A. in Economics from Michigan State University and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses (including annuities).
Matthew began his investment industry career in 2017 as a Client Service Associate at Wells Fargo Advisors and joined the team at Stifel in 2018. In 2019, he was promoted to Financial Advisor Associate, and in 2020 he successfully attained the CERTIFIED FINANCIAL PLANNER® certification. He earned an MBA from Colorado Tech University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Matthew grew up in Fort Gratiot and attended both Fort Gratiot Middle School and Port Huron Northern High School. After college, he and his wife, Whitney, moved to Macomb Township, where they now have two boys, Brooks and Hudson. When he’s not in the office, he enjoys spending time with his family, watching his kids enjoy the sports they love, and playing golf.
Will began in the financial services industry in 2021 as a Wealth Management Client Associate at Merrill Lynch and joined the team at Stifel in 2025. He has a Bachelor’s Degree in Economics from Michigan State University and he holds series 7, 63, and 65 securities licenses. Will and his family are from the St. Clair and Sanilac County areas, and he is looking forward to establishing his roots back in his hometown. When he’s not in the office, he enjoys spending time with his family and playing golf.
Golda began her investment industry career in 1994 and joined the team at Stifel in 2010. Prior to Stifel, she assisted Steven and David at A.G. Edwards and subsequently with Wachovia Securities and Wells Fargo Advisors. Golda holds Series 7 and 66 securities licenses.
Tina brings over 10 years of financial services industry experience to our team. Prior to that, she was a legal assistant and a paralegal for nearly 25 years. During her career she has held various roles including wealth specialist and administrative assistant. Her exceptional interpersonal and communication skills, as well as her attention to detail, will allow us to continue to provide you with the level of service you deserve.
