For more than 30 years, Stephen has been helping individuals, corporations, and non-profits work toward their financial goals. He joined Stifel in 2010 and is just as passionate today as he was back in 1990 when he began his career, assisting his clients as they work to pursue and maintain the retirement they’ve always desired. He also coordinates with his clients’ tax, legal, and other trusted advisors to help maintain a well-rounded perspective of their wealth management picture.
Stephen earned a Bachelor of Business Administration from Dowling College and attained the CERTIFIED FINANCIAL PLANNERTM certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He holds Series 7 and 9 & 10 securities license. He has insurance licenses in New York and various other states.
Holbrook Fire Department – Life Member, Ex-Captain, former Chairman of the Board of Directors
Manorville Fire Department – Member, Active Firefighter
Stephen has proudly served his communities since 1985 as a volunteer Firefighter. Combining his fire service with his experience as a financial advisor, he assists local fire districts in managing pensions for volunteer Firefighters to reward them for their service, which is known as a Length of Service Award Program (LOSAP).
Tina has nearly 20 years of financial industry experience and joined Stifel in 2010. She holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). She has vast experience and knowledge in implementing trust accounts, life insurance, annuities, and qualified plans, among many other account types. She thoroughly enjoys learning about and exploring all the facets of the industry. More importantly, she finds pleasure in being a friendly voice that can accommodate the account-related needs of the team’s clients and their families. Her goal is to exceed expectations by delivering outstanding service, day in and day out.
Tina is a native Long Islander, where she is raising her son, Aden. She enjoys gardening, fishing, and cooking. When Tina isn’t working, she enjoys vacationing with her family and friends.
Barbara’s more than 20-year career in the financial industry began with Morgan Stanley in Melville, New York, in 2001. Although having no prior experience coming into the industry, she learned quickly and obtained her Series 7 and 63 securities licenses within one year. After four years with Morgan Stanley, she worked for Smith Barney for five years and was laid off when Morgan Stanley and Smith Barney merged. She continued her career working temporarily for a local Registered Investment Advisor (RIA) until she began with Janney Montgomery Scott in 2010. She joined Stifel in 2014, where she has happily remained since.
Except for the first few months of her life, she has been a Long Islander and, along with her husband, Andrew, has raised three sons now in their thirties. She has two grandsons who live in
Rochester, New York, but unfortunately doesn’t get to see them as much as she’d like to.
In her spare time, Barbara likes to keep her mind sharp by doing crossword puzzles and other word games. She also has very strong ties to her church, where she plays guitar and is part of the worship team.