Barry began his investment industry career in 1980 and joined Stifel in 2023.  Prior to joining Stifel, he worked at Merrill Lynch, Pierce, Fenner & Smith as an Operations Manager, Service Center Management, District Service Manager, Wealth Management Advisor, and an Administrative Manager.  Barry holds Series 4, 7, 8, 9 & 10, 31, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).   

Barry focuses on guiding his clients through the markets and their finances and develops tailored investment strategies to help them pursue their goals.  He earned the Chartered Retirement Planning Counselor^TM and the Certified Plan Fiduciary Advisor designations.  Drawing upon his vast experience and targeted education, one of Barry’s primary motivations is helping his clients plan for retirement.  He assists clients in understanding where they are today, what will be required for retirement, and what they’ll need to do between now and then.  He not only looks at his clients’ savings and investments, but also Social Security, long-term care expenses, cost of living, and Medicare.

Michael began his investment industry career in 2010 and joined Stifel in 2023.  Prior to joining Stifel, he worked at Merrill Lynch, Pierce, Fenner & Smith.  Michael focuses on understanding his clients’ financial situation and providing them with quality information and fully customizable services to help them pursue their goals.  His plans maintain built-in flexibility as his clients’ lives evolve and the markets fluctuate. 

Michael earned a Bachelor of Business Administration from the University of Houston and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  In addition, he earned the Chartered Financial Consultant® designation, which identifies those individuals who have successfully completed coursework covering topics from tax and retirement planning to special needs advising, wealth management, insurance, and more.