Meet The Team

A Local Approach to Comprehensive Wealth Management

Our firm is built on a foundation of clarity, objectivity, and a dedicated focus on your long-term milestones. We look closely at every client's unique scenario to construct actionable financial plans that accommodate personal choices, business requirements, and household transitions.

By maintaining a highly collaborative structure, our professionals are able to spend the time necessary to understand your distinct values. We prioritize detailed analysis over simple transactions, establishing a regular rhythm of communication to keep your strategy aligned with changing circumstances.

In alliance with Equitable Advisors Is A National Wealth Management Firm, Operating Locally Across The Country.

We coordinate our local wealth management practices in alliance with Equitable Advisors, providing our clients access to a sophisticated national network and advanced administrative infrastructure. This relationship allows our regional team to remain fully attentive to your daily financial requirements while utilizing scaled institutional platforms, collaborative research resources, and robust operational compliance support to help you manage your wealth efficiently.

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^{Meet The Team}Meet Who You’ll Be Working With

Our professionals draw upon decades of collective experience in financial strategy, operations, and portfolio analytics to support your unique goals.

John J. Lupi

Managing Director/Investments

John began his investment industry career in 1985 and joined Stifel Independent Advisors in 2023. Prior to joining Stifel Independent Advisors, he worked at Ameriprise Financial. He takes pride in putting the interests of his clients...

Theresa Bauman

Operations Manager

Theresa began her financial services career in 1999 and moved with the team to Stifel Independent Advisors in 2023. Prior to this, she worked at UBS Financial Services, Wachovia Securities, Wells Fargo Advisors, and Ameriprise...

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We look forward to hearing from you and discussing your financial goals.

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