Mike began his investment industry career in 1995 and joined Stifel in 2019. He specializes in providing investment planning, retirement planning, and risk mitigation strategies to individuals, businesses, and endowments.

Mike earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute, which identifies those individuals who have successfully completed coursework surrounding complex portfolio construction, investment analysis, and comprehensive wealth management.

In his free time, Mike enjoys flyfishing and visiting his children. He makes his home in Bemus Point, New York.

 

Loni began her investment industry career in 1984 and joined Stifel in 2019. She is committed to delivering top-tier client service and financial advisor support. Loni holds Series 7 and 63 securities licenses.

Outside the office, Loni enjoys reading, running, hiking, biking, and camping. Loni and her husband, Dana, reside in Bemus Point, New York, and are the proud parents of three amazing adult children.