Bachelor of Science, Finance, Pennsylvania State University
Licenses
Series 7, General Securities Representative
Series 63, Uniform Securities State Agent
Series 66, Investment Advisor Representative
Life, Health, and Variable Insurance (including annuities)
Experience Tom began his investment industry career in 1996 and joined Stifel in 2020. Prior to Stifel, he served as a Trust Officer with Northwest Bank, Trust & Investment Services.
Community Involvement
Member, Rotary Club of St. Marys
Member, Project Gifts for Elk County Board of Directors
Member, St. Marys Ambulance Service Board of Directors
Bachelor of Arts, Rutgers, the State University of New Jersey
Licenses
Series 7, General Securities Representative
Series 63, Uniform Securities State Agent
Experience Liz began her financial services career in 1996 and joined Stifel in 2012. Additionally, she has held positions in research and has worked with the public for 35 years.
Experience Cathy began her financial industry career in 2000 and joined Stifel in 2012. Additionally, she has banking, sales, and secretarial experience.
Bachelor of Business Administration, Finance, Marshall University
Experience Kindred began her financial services career in 2015 with Woodforest National Bank. In 2017, she began working for Northwest Bank as branch manager. She joined Stifel in 2021.