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Thomas began his investment industry career in 1976 and focuses on the financial markets and strategies designed to build the growth, income, and perseverance of his clients’ wealth. With his experience, Thomas provides investment guidance and perspective to the constantly changing market environment while also seeking to mitigate risk.
Thomas holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He has also been named to Stifel’s 2020 Chairman’s Council, which consists of the firm’s top-producing financial advisors.*
Passionate about giving back to his community, Thomas has served in various roles in numerous charitable and civic organizations, including as a member of St. Joseph Catholic Cemetery’s advisory board, past lieutenant governor of Kiwanis Indiana district, past president of Kiwanis Club of East Evansville, and past board member of Wesselman Nature Society, Junior Achievement of Southwestern Indiana, and Aurora.
Thomas and his wife, Sharon, have two adult sons, Bryan and Alex.
*This year’s Chairman’s Council consists of 233 of Stifel’s top-producing financial advisors. Stifel currently employs approximately 2,300 financial advisors nationwide.
Bryan began his financial services career in 2013. With a personalized approach to finding appropriate financial strategies, Bryan works with clients to plan for their long-term goals. He truly wants to help clients make informed decisions about their finances. He is responsible for designing, implementing, and periodically reviewing investment plans with clients. For his clients in the Stifel Solutions Program, he manages their assets on a discretionary basis, using a highly personalized and research-driven investment approach.*
Bryan earned a B.A. in Spanish from Hanover College before earning a Master of Science in Personal Financial Planning. He holds Series 7, 9 & 10, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He has also earned the CERTIFIED FINANCIAL PLANNERTM certification and Chartered Retirement Planning Counselor®, Accredited Wealth Management Advisor®, Accredited Asset Management Specialist®, and Accredited Investment Fiduciary® designations.
Active in his community, Bryan serves as president of the board of Ark Crisis Child Care Center, officer of a private foundation, member of the local Rotaract Club of Evansville, trustee at Hanover College, and past president of Green River Kiwanis. Bryan is married to his wife, Victoria, who is a speech pathologist. They have one son, who was born on Christmas day.
* 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. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
All written business communications will be in English.
Sharon began her financial services career in 1993. Leveraging her extensive service experience, she is responsible for providing guidance and administrative support to clients with a high attention to detail and personalized service. She also focuses on coordinating, organizing, and overseeing the team’s various education presentations and managing the team’s social media, marketing, and communication platforms.
Sharon earned a B.S. in Business Administration from Indiana State University and holds life, health, and variable insurance licenses (including annuities). Passionate about the community, she has served as past president of Civitan, the Junior League of Evansville, and the YWCA, former board member of the University of Southern Indiana Foundation and Indiana State University’s Alumni Associations, and past member of A Network of Evansville Women.
Sharon and her husband, Tom, have two adult sons, Bryan and Alex.
Robert began his financial services career in 2003. He maintains a strong knowledge of client needs through coordinating their cash management services needs and fielding client questions.
Robert earned a B.S. in Accounting from the University of Southern Indiana and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He also attained the Chartered Retirement Planning Counselor® designation.
Outside the office, Robert is a board member of Student Financial Aid Association in Evansville and an officer of a private foundation in the community.
Robert prides himself in being bilingual – English was his second language. He was born in Romania and raised in Washington, Indiana, where he enjoyed playing soccer.
All written business communications will be in English.