Scott joined Stifel in 2016 and has 30 years of investment industry experience. He has a passion for investing and works closely with each of his clients to help them work toward their long-term goals. Scott began his career at Edward Jones as a Financial Advisor in 1993 before moving on to Charles Schwab, where he served as Investment Specialist, Branch Manager, and Private Client Wealth Manager. 

Scott earned a B.A. in Business Administration from Webster University and holds Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses. In addition, he holds Accredited Portfolio Management Advisor™ and Accredited Investment Fiduciary® designations.

Scott and his wife, Tracy, live in Wildwood, Missouri. They have three children, Chris, Megan, and Haley, two granddaughters, Sofia and Allison, and a grandson, Logan. In their free time, they enjoy spending time with their family, watching Cardinals baseball, and traveling.  Scott also enjoys golfing.

Patty has more than 24 years of financial industry experience and brings with her a wealth of experience. She began her career at Merrill Lynch, where she held operations and assistant positions before moving to Stifel in 2015. Patty holds Series 7 and 63 securities licenses and is well versed in the markets and their mechanics. She is committed to providing a high level of service, working hard to make sure clients have a smooth experience.