Steve joined Stifel in 2013 as an Estate Planning Specialist in the Wealth Planning Department. He serves as a resource to financial advisors and their clients in matters of estate planning, estate and gift tax planning, and estate and trust administration.

 

Prior to joining Stifel, he served a private practice as an attorney. While guiding his clients through the estate planning process, Steve gained valuable experience drafting estate planning documents, including wills, revocable living trusts, powers of attorney, and advance healthcare directives.

 

Steve earned a B.B.A. from Saint Louis University and a J.D. from Saint Louis University School of Law. He is admitted to the bar in Missouri and Illinois. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities).

 

 

 

Joe joined Stifel’s Wealth Planning Department in 2018 and is currently a Wealth Strategist. Joe provides tax planning support to financial advisors and their clients by reviewing and analyzing clients’ current tax situations and presenting tax planning concepts to help them make informed investing decisions and be prepared to have discussions with their tax advisor.

 

Prior to joining Stifel, Joe worked in a private law practice in Illinois, where he assisted clients with estate planning needs as well as the administration of trusts and estates. Additionally, he prepared personal, fiduciary, partnership, and estate tax returns, and represented clients before the IRS.

 

Joe earned a B.B.A. from the University of Illinois and a J.D. from Southern Illinois University Carbondale. He holds Series 7 and 66 registrations, as well as life, health, and variable insurance licenses (including long-term care).

 

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.