Michael began his investment industry career in 1987 and joined Stifel in 2024. Prior to joining Stifel, he spent more than 20 years at Morgan Stanley as a Financial Advisor and Vice President/Investments and more than 10 years with D.A. Davidson & Co. Michael’s focus on providing his clients with comprehensive retirement planning services led him to earn the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning. He holds Series 7, 63, and 65 securities licenses.
Michael grew up in the Portland area and earned a B.S. in Business from Oregon State University. While at OSU, he met his wife, Linda. Michael and Linda have two grown children and make their home in Beaverton. In his spare time, Michael enjoys playing golf, woodworking, traveling, and reading.
Michael believes that living a balanced life and serving others are the essence of happiness. As such, he has dedicated himself to helping his community become a great place to live and work. Over the years, he has served on various church boards as financial vice president and chairman of the stewardship and properties boards. Michael currently serves as vice president of the Pilgrim Lutheran Christian School Foundation.
Lonn began his investment industry career in 1997 and joined Stifel in 2024. Prior to joining Stifel, he worked at D.A. Davidson & Co. and served as a Branch Manager in the industry since 2004. Lonn wants to understand what is most important to his clients, including their vast and unique needs and short- and long-term goals. His mission is to guide his clients through the complexities of the markets while creating customized wealth management strategies. Lonn is dedicated to open communication with his clients and holding periodic review discussions to help them stay on track.
Lonn was raised in Michigan and was the youngest of six children. He and his wife, Shellee, have been married for nearly 30 years. Together, they have three daughters, Kendall, Avery, and Mallory, and a dog, Ruby. Outside the office, Lonn enjoys family activities, watching sports, and traveling.
Ed began his investment industry career in 1986 and joined Stifel in 2024. Prior to joining Stifel, he worked at Dain Rauscher, Wells Fargo Advisors, and most recently spent more than 10 years at D.A. Davidson & Co. Ed’s mission is to work closely with his clients throughout their lives to gain a full understanding of their individual situation and family dynamics before creating a customized wealth management strategy. He is committed to treating his clients with the respect and service they expect and deserve.
Ed earned a B.S.B.A. in Real Estate-Finance from the University of Denver and holds Series 7, 22, 63, and 65 securities licenses. He has two children, Macklin and Amelia. Macklin graduated from Oregon State in 2018 and is a Chemical Engineer in Portland. Amelia graduated from Northwestern University in 2018 and is a Chemical Engineer in Portland. Outside the office, Ed enjoys playing golf, water skiing, and being outside in the snow. He also enjoys reading historical novels and biographies.
Jenny began her financial services career in 1989 and joined Stifel in 2024. Prior to joining Stifel, she worked at Dean Witter/Morgan Stanley in various positions, ranging from operations to being a junior financial advisor. After moving to Portland in 2000, Jenny began working at Smith Barney as the Assistant Operations Manager before becoming a part of the management team as the Branch Administrator. After taking time off to raise her five children, Jenny and her husband started a real estate development company, where she was the designer.
Jenny grew up in a small beach town in Southern California and was the third child of four. Outside the office, she enjoys spending time with her family, walking, hiking, designing, traveling, and gardening.
