I love what I do! We approach our clients’ goals as if they were our own. We believe wealth management is more than providing investment guidance, it’s about working closely with clients, aligning our guidance and actions with their real-world goals and needs. It is critical that each client have a well-formulated, personalized wealth management plan.  That’s the starting point for any new relationship.

I earned a B.A. in Business Administration with an Emphasis in Economics from Point Loma Nazarene University. I earned the Certified Investment Management Analyst® designation issued by the Investments and Wealth Institute following coursework for it at the Wharton School of Business, University of Pennsylvania. It has provided me with in-depth knowledge on complex portfolio construction, investment analysis, and comprehensive wealth management.

My mission is to forge lifelong client relationships built on integrity, competence, and personal service. This commitment also carries over into the local and international community. I have been actively involved with homeless youth in Spokane, empowering them to exit street life and become positive influences in their community. I also have had the privilege, along with my family, of establishing an international ministry devoted to assisting the most vulnerable demographic in Uganda, East Africa. The mission is to assist in rescuing young girls from sex trafficking and providing long-term aftercare, healing, and most importantly, a bright hope for their future. I continue to serve on the board of directors of Eternal Hope.

Away from the office, I enjoy exercising daily, working in the garden with my wife, fly fishing, snowboarding, and playing my favorite saxophone.

John began his investment industry career at Stifel in 2023 and brings unique corporate skills and experience to the team. He has worked alongside senior executives at many different companies throughout the world, serving in finance-related roles.

John’s passion is working closely with clients and providing comprehensive financial guidance to help them pursue their financial goals. He believes that a core element to successful wealth management is a relationship built on trust that is strengthened over time. He seeks to build his relationships by aligning his actions and guidance with his clients’ goals.

John graduated from Biola University with a B.S. in Business Administration, where he served as captain of the golf team. Outside the office, he enjoys spending time with family, golfing, skiing, and fly fishing.

Brenda was born and raised in the small wheat farming community of Harrington, Washington, and has been a resident of Spokane since graduating from high school.

Brenda has worked in various capacities during her 30-plus years in the financial services industry, including Registered Assistant, Operations Manager, and Administrative Manager. She holds Series 7 and 9 & 10 securities licenses.

Brenda is highly motivated and enjoys developing long-term, healthy relationships with clients and associates. She enjoys interacting with clients and fostering a valuable and beneficial experience for each one. Throughout her career and the various roles she has enjoyed, she still places her highest pleasure in the rewarding experience of assisting a valued client.

Outside the office, Brenda has volunteered with local women’s shelters and organizations that help women get back on their feet and into the workforce.

In her spare time, Brenda enjoys spending time with family and friends, gardening, cooking, entertaining, traveling, and engaging in home décor projects.