RULE 2 ADVISORS - Key Persons
Job Titles:
- Registered Client Service Associate
Denise has over 30 years of experience in banking and back office life insurance and annuity operations. Joining Stifel in 2018, she assists the team in building client relationships, serving client accounts, and working on special projects. She also holds Series 7 and 63 securities licenses.
Denise and her husband, John, have four children, and four grandchildren. In her spare time, she enjoys hockey, reading, and spending time with her family.
Job Titles:
- Senior Registered Client Service Associate
Pam has more than 25 years of experience in banking and back office mutual fund operations. Joining Stifel in 2018, she assists the team in building client relationships, serving client accounts, and working on special projects. She also holds Series 7 and 63 securities licenses.
Pam served as a past member of the Registered Assistant Advisory Council at Robert W. Baird & Co. and was a chairperson in 2006.
Pam and her husband, Gary, have three daughters, three granddaughters, and one grandson. In her spare time, she enjoys reading, auto racing, and spending time with her family.
Job Titles:
- Managing Director / Investments
Tom has developed customized investment strategies for successful individuals for more than 30 years, beginning his career with Dean Witter & Co. /Dean Witter Reynolds in 1976. In 1993, he began working at Prudential Securities for four years until an opportunity arose at Piper Jaffray to help open their North Scottsdale office in 1997. In 2002, he worked at Robert W. Baird & Co. for five years and then moved to Raymond James to help open their first office in Arizona in 2007. In 2018, he joined Stifel due to the shared belief of forming long-term relationships with clients based on honesty and integrity.
Tom is a past executive board member of the Boys & Girls Club of Metropolitan Phoenix. He resides in Paradise Valley, Arizona, with his wife, Julianne, and his four children, Natalie, Christina, Tommy, and Olivia.