Jerry began his investment industry career in 1986 and joined Stifel in 2021.  Prior to Stifel, he worked for D.A. Davidson & Co., UBS Financial Services, and Piper Jaffray & Co.  He holds Series 7, 9 & 10, 63, and 65 securities licenses.

With nearly 40 years in the financial services industry, Jerry’s philosophy is based on two key principles:  putting his clients’ interests first and offering a high level of personal service.  He focuses on helping his clients select income-oriented investments, mutual funds, and private money managers that are appropriate for their long-term objectives.  His extensive background in math helps him identify the probability for potential market risks and rewards through technical analysis.

Outside the office, Jerry is actively involved in the community with local schools, as well as the Idaho Falls Chamber of Commerce and Rotary Club.  He and his wife, Angela, live in Idaho Falls and have five children.

Brad began his investment industry career in 2017 with D.A. Davidson & Co. and joined Stifel in 2021.  He brings nearly 20 years of customer service experience to the team and holds Series 7 and 66 securities licenses.

Putting his clients’ interests first, Brad’s mission is to help his clients manage their assets in a manner that allows them to focus on other aspects of life that are important to them, such as family, friends, and community.  Brad helps his clients pursue their goals by offering in-depth and personal wealth planning services.  He guides his clients through the investment process and helps them select investments that are appropriate for their individual needs while also focusing on their long-term goals.

Brad and his wife, Angela, have four children.  Together, they enjoy traveling and exploring the outdoors by skiing, biking, and hiking.

Emma began her investment industry career in 2005 and joined Stifel in 2021.  Prior to Stifel, she worked for D.A. Davidson & Co., UBS Financial Services, Piper Jaffray & Co., and Merrill Lynch.  She holds Series 7, 63, and 66 securities licenses.

Emma takes time to understand each client’s needs as she helps them pursue their goals.  She views each client relationship as a long-term commitment built on a foundation of knowledge, trust, and respect.  She specializes in working with women and their unique financial requirements.

Emma is involved with community service organizations and has been instrumental in organizing several community events.  She, her husband, Rick, and their children and grandchildren enjoy everything Idaho’s great outdoors has to offer.

Carla joined Stifel in 2021 and brings more than 20 years of financial services industry experience to the team.  She serves as a valuable resource to clients, helping to distribute investment education communication and provide high-quality service with a client-centered approach.  

Outside the office, Carla and her four children enjoy outdoor activities and Idaho’s fine arts.