Jeffery began his investment industry career in 1995 and joined Stifel in 2008.  He previously served as a Vice President/Investments at A.G. Edwards. Prior to beginning his career in the Investment Industry, he served as a Territorial Sales Account Manager for Kraft Foods from 1985 to 1995.

Jeffery earned a B.S. in Business Administration, Marketing from California State University, Chico, where he still serves as a member of the alumni association.  He holds Series 7 and 63 securities licenses, as well as health, life, and variable insurance licenses (including annuities).

Outside the office, Jeffery enjoys staying active outdoors and traveling.  He is a proud husband and father to two children.  He is also proud to have more than 25 years in the financial services industry while maintaining strong client relationships.

Matthew began his investment industry career in 2016 and joined Stifel in 2020.  Prior to Stifel, he spent four years with Vanguard, serving high-net-worth clients as a Sales and Relationship Consultant.  While growing up, Matthew watched his father serve clients and help them manage the emotions that come with a volatile market environment – particularly in 2008.  When Matthew went to college four years later, he saw the long-standing effects that some of his friends and their families still suffered through by not having someone like his father to support them.  It was then Matthew decided to follow in his father’s footsteps and hasn’t looked back since.

Matthew earned a B.S. in Business Administration, Finance and Business Economics, from Northern Arizona University.  He has attained the CERTIFIED FINANCIAL PLANNER™ certification and holds Series 7, 63, and 65 securities licenses, as well as health, life, and variable insurance licenses (including annuities).  

Outside the office, Matthew is an avid sports fan. He is married to his college sweetheart whom he enjoys traveling with.

Sherri began her investment industry career in 1997 and joined Stifel in 2008. Until 2001, she served as a Wire Operator and Cashier. She has been Jeff’s assistant for the last 20-plus years. She holds the Series 7 and 63 securities licenses.

Sherri is proud of her ability to build long-lasting relationships with clients in hopes they gain trust in her and her team to always do the right thing.