Eric began his investment industry career in 1987, joining Stifel Independent Advisors in 2022.  Prior to joining Stifel Independent Advisors, he worked at Oregon Bank as a Municipal Bond Specialist.  Eric earned a B.A. in Economics from the University of Oregon and holds Series 7, 24, 63, and 65 securities licenses. 

Eric works with his clients to build portfolios based on tax efficiency and risk mitigation strategies, with a focus on high-quality income and growth-oriented strategies.  He believes in asking the necessary questions to gain a better understanding of his clients’ financial needs so he can build an appropriate strategy that aligns with their goals.

Emily began her investment industry career in 2005 and joined Stifel Independent Advisors in 2022.  Prior to joining Stifel Independent Advisors, she worked as a Registered Operations Manager for more than 10 years.  She earned a B.A. in Business Administration from Concordia University and holds Series 7, 63, and 65 securities licenses.