LeeAnn began her career in 1992 as Manager of private placements for Financial Industries Corporation in Austin, Texas. She joined Stifel in 2013 after having worked for TD Ameritrade, A.G. Edwards, and Merrill Lynch. LeeAnn earned a B.S. in Accounting from Northwest Missouri State University and holds Series 7 (General Securities Representative), 9 & 10 (General Securities Sales Supervisor), and 63 (Uniform Securities State Agent) securities licenses, as well as life, health, and variable insurance (including annuities). In addition, she has attained the Accredited Asset Management Specialist™ and the Certified Retirement Planning Counselor™ designation from the College for Financial Planning.

Outside of the office, LeeAnn enjoys spending time with her husband and two boys, traveling, watching sports, reading, and crafting.

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 Counselor™ 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. He is a lifelong resident of Wathena, Kansas, where he previously served on the Wathena City Council. Craig is an active Boy Scout leader, a member of the Wathena Masonic Lodge, Moila Shrine in St. Joseph, and the Kansas State University Alumni Association.

Craig is a graduate of Kansas State University, where he earned a B.S. in Business Administration. He enjoys volunteering in the community and spending time with his wife, Renee, and their three adult children.

Julie brings more than 35 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 spending time with her children, grandchildren, and siblings, as well as watching the Kansas City Chiefs football games, and reading a good book.

Heidi has more than 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 her clients’ trust and provide them 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.

Active in the community, Heidi has been a member with the St. Joseph’s Chamber of Commerce for more than 20 years. She serves on the board of the Cotillion for Achievement and the YWCA. She also serves as a local Chamber of Commerce diplomat and as a Northside Pride Association member. She has been a member, served on past boards and/or held leadership positions with various organizations, including Junior League of St. Joseph, church, high schools/PTSA booster clubs, and NWMSU sorority chapter.

Heidi has been married for more than 25 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.