PATHWAY ADVISORY GROUP - Key Persons
Job Titles:
- Vice President / Investments With Pathway Advisory Group of Stifel
Mike Rose is a Vice President/Investments with Pathway Advisory Group of Stifel. In this role, Mike provides wealth management strategies for individuals and families from all walks of life. As families grow and scatter, Mike works across multiple generations - and a multitude of states - to ensure family wealth planning continuity. As co-founder of the Pathway Advisory Group, Mike utilizes a process which specifically addresses each client's needs and goals, allowing for the team to chart an appropriate course for each individual and family situation.
Mike holds Bachelor of Science and Master of Science degrees from Purdue University. He also maintains the FINRA Series 7, 24, 63, and 65 securities licenses, as well as an Indiana Insurance license.
Outside the office, Mike served on the board of directors for his church and is a member of the Cass County 4-H Council. He also served on a National Beef Industry Board of directors. Mike and his wife, Teresa, live outside Logansport, Indiana. They have three adult children and several grandchildren.
Job Titles:
- Instructor
- Senior Registered Client Service Associate
Patty Horner is a Senior Registered Client Service Associate with Pathway Advisory Group of Stifel. Patty brings more than 30 years of industry experience to the Pathway Advisory Group. In this role, she works closely with Mike and Scott, along with their clients to serve the clients' daily needs. Patty strives to provide seamless, timely service to all requests.
Patty holds a Bachelor of Science in Financial Counseling and Planning from Purdue University. She also maintains her FINRA Series 7, 63, and 65 securities licenses, as well as her Indiana insurance license.
Outside of the office, Patty is a yoga instructor. She also enjoys spending time with her children and grandchildren. Patty resides near Kokomo, Indiana.
Job Titles:
- Vice President / Investments