I began my investment industry career in 1994 and joined Stifel in 2019. Prior to joining Stifel, I worked at RBC Capital Markets and Bank of America (and its subsequent firms) for nearly 30 years. I hold Series 7, 63, and 65 securities licenses.
I have been married since 1984 and have two boys, two daughters-in-law, and four grandchildren. Outside of the office, I enjoy practicing my faith, playing pickle ball and tennis, biking, hiking, cheering on our grandkids with their extracurricular activities, and most of all, spending time with my family.
I enjoy working with our clients and helping them address their vast financial needs. It’s fulfilling to be a part of such an experienced team whose mission is putting their clients first.
I began my investment industry career in 1995 and joined Stifel in 2019, most recently working at RBC Capital Markets for nearly 10 years. Prior to RBC, I worked at Bank of America (and its subsequent firms) for nearly 20 years. I hold Series 7, 63, and 65 securities licenses.
Active in the Ruston community, I have been serving on the City of Ruston Council since 2014. I’m currently on a planning committee for the Humane Society for Tacoma and Pierce County. Outside the office, I enjoy traveling, playing competitive pickle ball, and spending time with my family and friends.
I love empowering and helping individuals and families with all aspects of their finances. My goal is to use the knowledge I have developed to deliver top-tier service to each of my clients.
I began my investment industry career in 2008 and joined Stifel in 2019, most recently working at RBC Capital Markets for five years. Prior to joining RBC, I worked at Bank of America. I attained the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc. and hold Series 7, 63, and 66 securities licenses.
Passionate about my local community, I have volunteered with the Tacoma Rescue Mission, Tacoma Boys and Girls Club, Citizens for a Healthy Bay, and the American Heart Association. I serve as a board trustee for the Tacoma Museum of Glass. I have been married since 2007 and have two children. Outside the office, I enjoy practicing yoga, cycling, strength training, golf, and spending time with friends and family.
I began my financial services career at Stifel in 2023. Prior to joining Stifel, I previously worked in New York in the Commercial Real Estate Industry. As a member of The Smith Syler Wealth Management Team, I assist clients with any questions or requests they have regarding their accounts, while catering to their specific needs. I am passionate about helping people, as well as being a strong asset to my team.
I earned a B.S. in Business Administration from San Diego State University. Outside the office, I enjoy golfing, boating (when weather permits), traveling, camping, and hanging out with my friends.
