Paul began his investment industry career in 1987 and joined Stifel in 2007 after its acquisition of Ryan, Beck & Co. He earned a B.S. in Business Administration from Neumann University and holds Series 3, 7, 8, 63, and 65 securities licenses.
Paul’s clients can expect genuine compassion, care, and empathy – not only for themselves, but for their loved ones while he works to help them navigate the markets. He strives to offer best-in-class knowledge, resources, and common sense communication of the financial tools available. His greatest desire is to help clients create a purposeful and impactful investment plan that adapts to their ever-changing needs as they journey toward retirement and beyond.
Seamus began his investment industry career in 2014 and joined Stifel in 2020. Prior to Stifel, he served as a financial advisor with Merrill Lynch and Santander Investments. He earned a B.S. in Management from St. John’s University and holds Series 7 and 66 securities licenses, as well as the Chartered Retirement Planning CounselorSM designation.
Drawing on the specialized knowledge gained from obtaining the CRPC® designation, one of Seamus’ primary focuses is helping his clients plan for retirement. He assists clients in understanding where they are today, what will be required for retirement, and what they’ll need to do between now and then. He not only looks at his clients’ savings and investments, but also Social Security, long-term care expenses, cost of living, and Medicare.
Rachelle brings nearly 30 years of financial services experience to our team. She is dedicated to providing operational and administrative support and takes pride in delivering the best possible experience for every client. She enjoys working closely with clients to help ensure they are well informed and have received all of the information they need on a timely basis and with a great attitude and a friendly smile.
