About Me
Mark began his investment industry career in 2002 and joined Stifel in 2012. Prior to joining Stifel, he worked at Wells Fargo Advisors for nine years. As a Portfolio Manager in Stifel’s Solutions Program, Mark manages assets on a discretionary basis using a pre-screened investment approach. This enables him to quickly react to market conditions when implementing his clients’ investment strategies. The result is customized investment management, with strategies tailored to his clients’ specific needs or objectives.
Mark earned a B.S. in Business from the University of Arkansas.
The Solutions program requires a minimum investment, which varies by strategy. Ask 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.
About Me
Terry began his investment industry career in 1982 and joined Stifel in 2012. Prior to becoming a financial advisor, he spent five years as a bank officer in commercial banking. As a Portfolio Manager in Stifel’s Solutions Program, Terry manages assets on a discretionary basis using a pre-screened investment approach. This enables him to quickly react to market conditions when implementing his clients’ investment strategies. The result is customized investment management, with strategies tailored to his clients’ specific needs or objectives.
Active in the community, Terry has served as a past board chair with The Boys and Girls Club of Greater Kansas City and is a member of The Native Sons & Daughters of Kansas City. He graduated Cum Laude from Missouri State University with a B.S. in Economics and is also a graduate of The Securities Industry Institute at The Wharton School of Business.
The Solutions program requires a minimum investment, which varies by strategy. Ask 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.
About Me
As a Registered Client Service Associate of Encompass Wealth Management Group, Susan’s priority is to deliver exceptional service to new and existing clients while ensuring accounts are running smoothly. She started in the industry over 37 years ago and has gained knowledge of various areas in the business.