About Me
Mark has more than 45 years of experience working in the financial services industry and graduated with a B.S. from the University of Southern California (USC). Prior to joining Stifel, he worked for Morgan Stanley Dean Witter for nearly 30 years.
Mark has developed a passion for working with both individuals and business owners, helping them build their wealth with the goal of preserving and distributing it for future generations. Over the years, he has guided multi-generational families through each stage of their lives.
In his spare time, Mark enjoys playing golf and traveling with his wife. He currently serves as a board member of California Family Life Center (CFLC), which helps troubled youth and supports various charitable causes. Mark and his wife are long-term residents of Laguna Niguel.
About Me
Eric believes the basis of a successful client/advisor relationship is through mutual trust and respect. He is committed to helping his clients work toward their financial goals step by step. Having attained the CERTIFIED FINANCIAL PLANNER® certification and Accredited Asset Management Specialist™ designation, Eric is dedicated to providing a comprehensive approach to wealth management, risk mitigation strategies, and investment planning for individuals, families, and small businesses. Eric utilizes the vast resources of Stifel to deliver tailored financial strategies designed to address his clients’ specific needs. He works methodically to meet his clients’ expectations by providing outstanding service and transparency, with the intention of being their financial advisor for life.
Prior to beginning his financial services career in 2017, Eric had various roles within the marketing and mortgage finance industries. He earned a B.S. from San Diego State University (SDSU) and now resides in North County San Diego with his wife and three children.
About Me
Sharon has nearly 40 years of experience in the financial services industry and joined Stifel in 2011. She holds Series 7 and 65 securities licenses, as well as life, health, and variable insurance licenses.
About Me
Devon began her financial services career in 2018 after several years in the civil engineering field. She earned a bachelor’s degree in Botany from Arizona State University.