About Me

Geoff began his investment industry career in 1984 and joined Stifel in 2020. Geoff helps identify each of his client’s unique goals and develops customized wealth management strategies to pursue those goals. He takes a balanced approach to investing and diversification while seeking to maximize cash flows.

Geoff earned a B.S. in Journalism from Arizona State University – Cronkite School of Journalism and holds Series 7 and 63 securities licenses.

Active in the community, Geoff is a board member for the Volunteer Services Council and the Physicians Aiding Physicians Abroad (PAPA). He is the past president of the Volunteer Services council and the Rotary Club of Abilene.

Diversification does not ensure a profit or protect against loss.

About Me

Max began his investment industry career at Stifel in 2020. While there is no one-size-fits-all plan, product, or investment that will help you pursue your goals, he helps his clients diversify their portfolio to seek to mitigate risk.

Max earned a B.B.A. in Management from Hardin-Simmons University and holds Series 7, 63, and 65 securities licenses.

Active in the community, Max is a past board member for the Alliance for Women and Children, as well as a member of the YoungLife Golf Committee.

Diversification does not ensure a profit or protect against loss.

About Me

Pat began her financial services career in 1996 and joined Stifel in 2020. Prior to joining Stifel, she worked at Smith Barney and A.G. Edwards/Wells Fargo Advisors.