First Vice President/Investments; Branch Manager
LeeAnn joined Stifel in 2013 after nearly six years with Merrill Lynch. Prior to Merrill Lynch, she was a Registered Sales Assistant with A.G. Edwards for more than 11 years. She began her financial career with Financial Industries Corporation, where her responsibilities included private placement investments. She then joined Ameritrade in Omaha, Nebraska, in 1993, working on the trading desk, processing options clearing for the firm.
LeeAnn earned a B.S. in Accounting from Northwest Missouri State University and holds the Accredited Asset Management SpecialistSM and Chartered Retirement Planning CounselorSM designations from the College for Financial Planning.
Mike joined Stifel in 2013 after serving more than 10 years as a Financial Consultant with Merrill Lynch and A.G. Edwards. He began his investment industry career after spending more than 20 years in lending and management with banks in the St. Joseph market. He holds the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.
Active in the local community, Mike has served on past boards and held leadership positions with various organizations, including Community Housing Ministry, Pony Express Historical Society, United Way, Buchanan County Tourism Board, Chamber of Commerce, and Ducks Unlimited.
Craig began his career as a Financial Advisor in 1993 with A.G. Edwards and joined Stifel in 2013. Prior to Stifel, he worked for Merrill Lynch. A lifelong resident of Wathena, Kansas, he has served on City Council for 13 years. He is also an active Boy Scout leader, as well as a member of the Wathena Masonic Lodge, Kansas State Alumni Association, and Moila.
Craig earned a B.S. in Business Administration from Kansas State University. Outside the office, he enjoys volunteering in his community and spending time with his wife, Renee, and their three kids. Some of their best times spent together are going to Kansas State football games and scouting events.
Julie brings more than 30 years of experience in the financial services industry to the team, having started her career as an Administrative Assistant in 1988 with Blunt Ellis & Loewi. She joined Stifel in 2013 after working for A.G. Edwards, and later Merrill Lynch. In her role, she focuses on the daily operations and management of the office as well as handling administrative duties for several financial advisors. She holds Series 7 and 63 securities licenses.
Outside the office, Julie enjoys being with family. She never tires of spending time with her two adult children, four grandchildren, and helping her siblings care for their elderly parents.
Heidi has nearly 25 years of financial services experience. She earned a Bachelor of Science from Northwest Missouri State University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Her mission is to work diligently to earn your trust and provide you with a high level of service. She processes investment and economic information used in designing and implementing the investment process best suited for the clients’ needs.
Heidi has been a member with the St. Joseph’s Chamber of Commerce for more than 20 years. She serves as a local Chamber of Commerce diplomat and a member of the Cathedral of St. Joseph. She has also been active with Junior League of St. Joseph and with high schools on various PTSA/Booster clubs. During college, she served as a board member with the Phi Phi chapter’s Alpha Sigma Alpha Alumni.
Heidi has been married for more than 20 years and has two children. When not in the office, she enjoys spending time with her family, donating time back to the community, and watching her son play various sports.