Meet John
About Me
John began his investment industry career in 2002 and joined Stifel in 2024. Prior to joining Stifel, he spent time working at Wells Fargo Advisors. After earning a B.B.A. in Accounting and Finance, he dedicated his career to guiding families, helping them pursue growth and their short- and long-term goals. John holds Series 7, 26, 63, and 65 securities licenses.
John’s practice focuses on consulting and portfolio management, where his client assets are managed with discretion through the Stifel Solutions Program. He helps his clients build customized wealth management strategies, tailored to their needs, risks, and goals by incorporating individual stocks, exchange traded funds (ETFs), and bonds.
Outside the office, John has been married to his best friend, Rhonda, since 1991. Together, they have two great, but very different kids, Jacob and Kerrigan. Jacob, a competitive golfer in high school, was a four-year varsity letterman, three-time regional qualifier, and a member of the a the Hardin-Simmons University golf team. He was also a member of the National Honor Society. Kerrigan, on the other hand, is a performer and excels at musical theatre, singing, dancing, and modeling. She is currently a high school varsity cheerleader and mascot. Her musical theatre credits include principal roles as “Crutchie” in Newsies, Jr., “The Wicked Witch of the West” in The Wizard of Oz, Jr., “Vivienne Kensington” in Legally Blonde, Jr., and “Wednesday Addams” in Addams Family, Jr. She also recently released her first song titled “Anchor of Hope.” She will be attending Abilene Christian University.
The Solutions program requires a minimum investment, which varies by strategy. sk your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
John’s practice focuses on consulting and portfolio management, where his client assets are managed with discretion through the Stifel Solutions Program. He helps his clients build customized wealth management strategies, tailored to their needs, risks, and goals by incorporating individual stocks, exchange traded funds (ETFs), and bonds.
Outside the office, John has been married to his best friend, Rhonda, since 1991. Together, they have two great, but very different kids, Jacob and Kerrigan. Jacob, a competitive golfer in high school, was a four-year varsity letterman, three-time regional qualifier, and a member of the a the Hardin-Simmons University golf team. He was also a member of the National Honor Society. Kerrigan, on the other hand, is a performer and excels at musical theatre, singing, dancing, and modeling. She is currently a high school varsity cheerleader and mascot. Her musical theatre credits include principal roles as “Crutchie” in Newsies, Jr., “The Wicked Witch of the West” in The Wizard of Oz, Jr., “Vivienne Kensington” in Legally Blonde, Jr., and “Wednesday Addams” in Addams Family, Jr. She also recently released her first song titled “Anchor of Hope.” She will be attending Abilene Christian University.
The Solutions program requires a minimum investment, which varies by strategy. sk your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.