Experience
James began his investment industry career in 1998 at A.G. Edwards (now Wells Fargo Advisors) and joined Stifel in 2018. Prior to joining Stifel, he managed resort hotels in popular ski areas. He and his team are firmly committed to providing professional guidance and outstanding client service. James earned a Bachelor of Science in Business Administration from University of Denver.

James develops customized investment and wealth management plans that align with his clients’ risk tolerance, time horizon, short- and long-term goals, and current and future needs. Combining more than 25 years of investment services experience with Stifel’s high-caliber resources, he has the freedom to offer a balanced product mix that he believes is the best choice for his clients.

Personal
James and his wife, Emily, have two wonderful children, J.J. and Keely. His whole family leads active lives and enjoys skiing, sailing, playing soccer, and traveling.

Experience
Elijah began his financial services career at Stifel in 2016, shortly after graduating from the University of Delaware with a B.A. in History. He began as a Registered Client Service Associate and became a Financial Advisor in 2022. Elijah holds Series 7, 63, and 65 securities licenses.

In his role as a Financial Advisor, Elijah is passionate about guiding clients through all phases of their life via a strategy-driven wealth management plan. He works closely with various clients, including, but not limited to, entrepreneurs, high-net-worth individuals, family-focused offices, institutions, and endowments. Elijah has particular experience helping high-net-worth and institutional clients interested in alternative investments. He prides himself on building long-term relationships with clients and helping them pursue strategies that align with their financial needs.


Personal
A native of Glen Ridge, New Jersey, Elijah was captain of the University of Delaware’s Division I men’s lacrosse team and remains active in the school’s alumni network. The recipient of numerous charitable activity awards, he works with pediatric cancer patients and is a cancer survivor himself. Elijah and his wife, Riley, have a wonderful son, Grant, and a Labrador Retriever, Piper. Elijah and his family are very active and love golfing, skiing, hiking, and traveling.

Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.

Experience
Carrie began her investment industry career in 2004 at a small brokerage firm, where she worked on the fixed income trading desk as a sales assistant before moving her way up to being a trader on the municipal bond desk and then joined Stifel in 2018. She also spent time working at Wells Fargo Advisors as a registered representative. Carrie earned a B.S. in Education from Indiana University of Pennsylvania and a Bachelor of Professional Studies in Management from Cazenovia College. She holds Series 7 and 63 securities licenses.

Carrie takes pride in the ability to gracefully navigate an array of service-related situations. In her role as a Registered Client Service Associate, her attention to detail and insight into ever-changing market and regulatory conditions enables her to provide robust account-related service to both the financial advisors whom she works with and their clients.

Personal
Carrie and her spouse, Jennifer, live on a small farm along with their German Shepard, three cats, two goats, and a fluctuating flock of chickens. She enjoys reading, cooking, riding her horses, skiing, and spending time at her family cottage on the St. Lawrence River, where she likes to fish.