Todd graduated from Miami University in Ohio and lives in Liberty Township with his wife, Karen, and son, Luke. He has been working in the wealth management industry since 1993 and is a proud member of the Academy of Certified Portfolio Managers.
Todd graduated from Indiana University in 1991 and has provided professional financial guidance for more than 25 years. He lives in Madeira with his wife, Michelle, and four children, is a volunteer with Big Brothers Big Sisters, and has completed two Ironman triathlons.
Jeff graduated from St. Xavier High School and Xavier University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He is a local chamber of commerce member and stays active with his high school's alumni association. He lives in Anderson Township and enjoys being outdoors, playing sports, and spending time with his wife and daughters.
Brad graduated from Jacksonville University in Jacksonville, Florida, with a B.B.A. in Finance and began his investment industry career in 2013. He grew up in Terrace Park, Ohio, where he attended Mariemont High School. He enjoys spending time with his family, playing sports, and staying active in the community. He lives in Anderson Township with his wife, Sarah, and two daughters, Lucy and Vivian.
Michele earned a B.B.A. in Finance from Augusta State University in Augusta, Georgia, and an MBA from SDA Bocconi in Milan, Italy. She has been in the financial services industry since 2004 and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as holds Series 7 and 63 securities licenses.
Adam graduated from the University of Cincinnati with a B.B.A. in Finance. He has been in the financial services industry since 2012 and holds Series 7, 9 & 10, and 63 securities licenses. Prior to joining The Todd Group at Stifel, he worked at Fidelity Brokerage Services from 2015 to 2019. He grew up, and currently lives, in the White Oak area of Cincinnati with his wife, Kayla, two dogs, and a cat. Adam and Kayla are expecting their first child in April. Outside of the office, Adam enjoys playing sports, spending time with friends and family, attending sporting events, and cheering for the Michigan Wolverines.
Karrie has been in the financial services industry for more than 16 years. Prior to Stifel, she worked for UBS, Morgan Stanley, and Wells Fargo. She currently lives in Springboro with her husband, Tim; son, Chase; step-daughter, Brynn; and step-son, Bryce. When Karrie is not working or running her three teenagers to basketball, swimming, or soccer, she enjoys being active by downhill skiing, hiking, and traveling.