About Me
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 first and delivering top-tier service, working closely with them to identify strategies that align with their short- and long-term goals. John earned a B.S.B.A. from Seton Hall University and holds Series 7, 9 & 10, 63, and 65 securities licenses.
Outside the office, John loves spending time with his family and watching his daughter perform musical theatre. He enjoys golfing locally throughout New Jersey, mountain and road biking, fishing, kayaking, and swimming. He enjoys warm weather travel, especially during New Jersey’s cold winter weather season. He and his wife, MaryLynn, love visiting their children and spending time in their college towns: Julia in Washington, DC (American University), Mick in Annapolis, Maryland, and Cambridge, Massachusetts (United States Naval Academy, 2021, and Massachusetts Institute of Technology, 2023), and Jake in Charleston, South Carolina (College of Charleston).
About Me
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 Financial.
Active in the community, Theresa has volunteered with The Cystic Fibrosis Foundation for many years and The Hazlet Fire Company #1 Ladies Auxiliary, where her husband was a volunteer firefighter for more than 40 years and the Chief of Department for eight years.
Theresa was born and raised in New Jersey but moved to Arizona five years ago. She has been married to her husband, Frank, for 38 years and has three children, Ashley, Amanda, and Travis, and three grandchildren, Isabella, Noah, and Novella. Family means everything to her! Outside the office, she enjoys spending time with her family and grandchildren. She loves to watch and go to sporting events and loves to cheer on the New York Mets, New York Rangers, and New York Jets. She enjoys cooking, baking, and attending concerts (Elton John was her favorite).