Rita began her investment industry career in 1993 and joined Stifel in 2020. Prior to joining Stifel, she worked for an independent firm, where she developed her fundamental investment knowledge before joining A.G. Edwards and its successor firms.
Rita helps clients manage their assets on their journey toward financial independence and their financial goals. This can mean different things to different people, which is why she takes the time to learn more about you and your family to ensure your plan aligns with your wants and needs. Through a long-term investment approach, she helps her clients develop and apply highly personalized strategies designed to build wealth and mitigate risk throughout the accumulation and distribution phases of their lives. Her mission is to provide objective, time-tested financial guidance with a high level of professional service. She helps her clients address what she believes are the two most fundamental questions:
- How are you progressing toward your financial goals?
- What are your financial “blind spots?”
By answering these questions, Rita works with her clients to define their goals and look critically at their plan.
Rita earned a B.A. in Management from Webster University and attained the CERTIFIED FINANCIAL PLANNER™ certification in 2007. Outside the office, she enjoys spending time with her friends and growing family. She enjoys cooking and trying new foods, which also means she needs to keep up with her running, which she tries to do several times a week!