Stephen began his investment industry career in 2007 and joined Stifel in 2018 after spending 10 years at Merrill Lynch. 

In addition to specializing in personalized retirement planning strategies, Stephen has extensive experience working with corporate and retirement assets of non-profit and for-profit companies in the DC area.  His institutional clients include local university systems, trade associations, law firms, government contractors, and various 501(c)(3) organizations.

Stephen earned a B.S. in Finance from Virginia Tech.  He also attained the Certified Financial Planner™ 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.

In his free time, Stephen enjoys spending time and traveling with his family, golfing, snowboarding, playing chess, reading, and volunteering.  Stephen married his wife, Rafaela, in 2011, and they live in Falls Church, Virginia, with their two sons, Christian and Carter. Stephen has personally visited more than 25 countries and has lived in Switzerland, Australia, and New Zealand.  He is also a big supporter of Virginia Tech football and all Washington sports teams.

Trissa began her financial services career in 2013 and joined Stifel in 2019.  Prior to Stifel, she worked for Merrill Lynch and Morgan Stanley’s institutional consulting division, Graystone Consulting.  She enjoys building a close rapport with the team’s clients and is dedicated to providing professional service to clients. 

Trissa serves as a primary point of contact for varied family services and liaises with all aspects of institutional wealth management.  On an individual level, she quarterbacks communication surrounding the multi-faceted areas of clients’ lives, including investment planning implementation and tax strategy and gifting coordination, to help ensure clients receive a seamless experience.  On the institutional side, she works with Stephen to support businesses on a variety of levels, including management teams, donors, and vendors.

Trissa earned a B.A. in Economics and a B.S. in Business Administration with a Finance concentration from Sonoma State University.  Outside the office, she enjoys hiking and trying new recipes.  Both she and her husband, Steven, have traded coasts – they moved from California to the DC area in 2015.